Integration

Connect Nutshell to Meisterplan

When something happens in Nutshell, 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.

Nutshell6 triggersNutshell12 actionsMeisterplan19 actions

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What do you want Nutshell 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 Nutshell and Meisterplan

Triggers and actions 6 triggers · 31 actions

Trigger
Activity Logged
Triggers when an Activity is logged.
Trigger
Lead Won
Triggers when a lead is won.
Trigger
New Activity
Triggers when new Activity is created.
Trigger
New Company
Triggers when new Company is created.
Trigger
New Lead
Triggers when a new Lead is created.
Trigger
New Person
Triggers when new Person is created.
Action
Create Company
Creates a new Company.
Action
Create Lead
Creates a new Lead.
Action
Create Person
Creates a new Person.
Action
Find Company
Finds an existing company.
Action
Find Lead
Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.
Action
Find Person
Finds an existing person.
Action
Find User
Finds an existing User.
Action
Log Activity
Creates and logs a new Activity.
Action
Update Company
Updates an existing Company.
Action
Update Lead
Updates an existing Lead.
Action
Update Lead Outcome
Updates a Lead Outcome.
Action
Update Person
Updates an existing Person.
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 Nutshell