Integration

Connect Myphoner to Meisterplan

When something happens in Myphoner, 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.

Myphoner11 triggersMyphoner14 actionsMeisterplan19 actions

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Everything your agent can do with Myphoner and Meisterplan

Triggers and actions 11 triggers · 33 actions

Trigger
Archived Lead
Triggers when a lead is archived (marked 'archive').
Trigger
Call Back
Triggers when a lead is marked for 'call back'.
Trigger
Lead updated (instant)
Fires when a lead's information is updated by an agent (webhook event: lead_updated).
Trigger
Lost Lead
Triggers when a lead is lost (marked 'loser').
Trigger
New call (instant)
Fires when a new call is conducted (webhook event: new_call).
Trigger
New call recording (instant)
Fires when a new call recording becomes available (webhook event: new_recording).
Trigger
New comment (instant)
Fires when a new comment is created for a lead (webhook event: new_comment).
Trigger
New lead (instant)
Fires when a new lead is created in Myphoner (webhook event: lead_created).
Trigger
New Winner
Triggers when a lead is won.
Trigger
Text message received (instant)
Fires when a text message is received from a lead (webhook event: inbound_text).
Trigger
Text message sent (instant)
Fires when a text message is sent to a lead (webhook event: text).
Action
Archive a lead
Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.
Action
Create a list
Creates a new lead list in Myphoner, optionally defining its columns.
Action
Create Lead
Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
Action
Find Lead
Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
Action
Get a lead
Returns one Myphoner lead by its ID, including every column defined on the lead's list.
Action
Get a list
Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
Action
List leads
Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
Action
List lists
Returns every lead list in the Myphoner account, with each list's name, ID and lead count.
Action
Mark Lead as Loser
Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.
Action
Mark Lead as Winner
Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.
Action
Mark Lead for Call Back
Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.
Action
Move a lead to another list
Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
Action
Search for Lead
Searches Myphoner leads for your text and returns every match, optionally limited to certain lists.
Action
Update Lead
Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.
Action
Create or Update Actual Time Worked
Records 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.
Action
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.
Action
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.
Action
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.
Action
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.
Action
Create Project
Creates a project in a Meisterplan scenario, including its dates, budgets and custom fields. Returns the new project.
Action
Create Resource
Adds a person to the Meisterplan resource pool, with their role, calendar, cost rate and org placement. Returns the new resource.
Action
Create Role
Creates a role in Meisterplan that resources can be assigned to and projects can be allocated against. Returns the new role.
Action
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.
Action
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.
Action
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.
Action
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.
Action
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.
Action
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.
Action
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.
Action
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.
Action
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.
Action
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.
Action
Update Role
Updates a role in Meisterplan — its name, cost rate and org placement. Only the values supplied are changed. Returns the updated role.

Each app on its own

The other way round: Meisterplan to Myphoner