Integration

Connect noCRM.io to Meisterplan

When something happens in noCRM.io, 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.

noCRM.io8 triggersnoCRM.io16 actionsMeisterplan19 actions

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What do you want noCRM.io 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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Everything your agent can do with noCRM.io and Meisterplan

Triggers and actions 8 triggers · 35 actions

Trigger
Lead Status Changed
Triggers when a specific status of the lead is changed.
Trigger
New Client Folder
Triggers when a client folder is created.
Trigger
New Deleted Lead
Triggers when a lead is deleted. This trigger only works for Expert edition and above .
Trigger
New Lead
Triggers when a lead is created.
Trigger
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
Trigger
New Lead Comment
Triggers when a lead is comment on. This trigger only works for Expert edition and above .
Trigger
New Lead Content or Title Changed
Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .
Trigger
New Prospect
Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .
Action
Add Attachment
Add an attachment to a lead
Action
Add Comment
Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Add Tags
Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Assign Lead
Assign the lead to a user
Action
Call Simplified API
Call our simplified API to interact with your data
Action
Change Lead's Title
Change the title of a lead
Action
Change Status
Change the status of a lead to Standby, Won, Cancelled or Lost
Action
Change Step
Change the step of a lead
Action
Create Lead
Creates a new lead.
Action
Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
Action
Delete Lead
Moves a lead to the trash.
Action
Find Lead
Finds a lead from an email address.
Action
Get Lead
Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.
Action
Log an Activity
Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Set Amount and Probability
Set the amount and the probability of a lead
Action
Set the Estimated Closing Date
Set the estimated closing date on a lead
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.

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The other way round: Meisterplan to noCRM.io