Integration
Connect Less Annoying CRM to Meisterplan
When something happens in Less Annoying CRM, your agent does the next thing in Meisterplan. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Less Annoying CRM and Meisterplan to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Less Annoying CRM and Meisterplan
Triggers and actions 7 triggers · 29 actions
Trigger
Contact DeletionTriggers when a contact is deleted.
- Form Submission
Triggers when a form submission is received.
- Group Membership Addition
Triggers when a contact is added to a group.
- Group Membership Deletion
Triggers when a contact is removed from a group.
- New Contact
Triggers when a new contact is created or a contact is updated.
- Pipeline Item Deletion
Triggers when a pipeline item is deleted.
- Pipeline Item Status Update
Triggers when a new pipeline item is added or its status is updated.
- Create Contact
Creates a new contact.
- Create Contact Note
Adds a note to a contact.
- Create Group Membership
Adds a contact to a group.
- Create Pipeline Item
Creates a new pipeline item.
- Create Task
Creates a new task.
- Delete Group Membership
Removes a contact from a group.
- Edit Contact
Edit an existing contact. Blank fields will not be updated.
- Edit Pipeline Item
Edit an existing pipeline item attached to a contact.
- Find Contact
Search for contact by email, name, or LACRM Contact Id.
- Find Pipeline Item
Search for a pipeline item.
Action
Create or Update Actual Time WorkedRecords the hours a resource or role actually worked on a project for a given date, updating the existing entry if one is already there. Returns the stored entry.
- Create or Update Allocation
Allocates a resource or role to a project for a date range, updating the existing allocation if one is already there. Returns the allocation with its resulting segments.
- Create or Update a Project's Tool Link
Links a Meisterplan project to the matching project in a task management tool, updating the link if one already exists. Returns the stored link.
- Create or Update Resource Absence
Records an absence for a resource over a date range, so the time is taken out of their availability. Returns the stored absence.
- Create or Update Tasks of a Project's Tool Link
Pushes a task from a linked task management tool onto a Meisterplan project, updating it if the task key is already there.
- Create Project
Creates a project in a Meisterplan scenario, including its dates, budgets and custom fields. Returns the new project.
- Create Resource
Adds a person to the Meisterplan resource pool, with their role, calendar, cost rate and org placement. Returns the new resource.
- Create Role
Creates a role in Meisterplan that resources can be assigned to and projects can be allocated against. Returns the new role.
- Find a Resource or Role
Returns the resources and roles whose key, name or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them.
- Find a Team, Resource or Role
Returns the teams, resources and roles whose name, key or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them.
- Find Project by Key
Returns the project in a scenario that carries the project key you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects.
- Find Project by Name
Returns the projects in a scenario whose name contains the text you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects.
- Find Resource by Email
Returns the resource whose email address matches the one you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool.
- Find Resource by Key
Returns the resource carrying the resource key you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool.
- Find Role by Name
Returns the role carrying the name you supply. Meisterplan has no server-side role search, so the match is made after fetching the roles.
- Find Task by Key
Returns the task on a project's tool link that carries the task key you supply. Meisterplan has no server-side task search, so the match is made after fetching the project's tasks.
- Update Project
Updates a project in a Meisterplan scenario — its dates, budgets, status and custom fields. Only the values supplied are changed. Returns the updated project.
- Update Resource
Updates a person in the Meisterplan resource pool — their name, role, calendar, cost rate and org placement. Only the values supplied are changed. Returns the updated resource.
- Update Role
Updates a role in Meisterplan — its name, cost rate and org placement. Only the values supplied are changed. Returns the updated role.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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