Integration

Connect OnceHub to Meisterplan

When something happens in OnceHub, 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.

OnceHub15 triggersOnceHub17 actionsMeisterplan19 actions

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Everything your agent can do with OnceHub and Meisterplan

Triggers and actions 15 triggers · 36 actions

Trigger
Booking Canceled
Triggers when a OnceHub booking is canceled by the customer or by someone on your team.
Trigger
Booking Cancelled and Rescheduled
Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.
Trigger
Booking Completed
Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.
Trigger
Booking Lifecycle Event
Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.
Trigger
Booking No-Show
Triggers when a OnceHub booking is marked as a no-show.
Trigger
Booking Rescheduled
Triggers when a OnceHub booking is rescheduled to a new time.
Trigger
Booking Scheduled
Triggers when a new OnceHub booking is scheduled.
Trigger
Contact Captured
Triggers when a new contact is captured in OnceHub.
Trigger
Contact Lifecycle Event
Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.
Trigger
Contact Updated
Triggers when an existing OnceHub contact is updated.
Trigger
Conversation Abandoned
Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.
Trigger
Conversation Closed
Triggers when a OnceHub chatbot conversation is closed.
Trigger
Conversation Lifecycle Event
Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.
Trigger
Conversation Started
Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.
Trigger
Reassigned Booking
Triggers when a OnceHub booking is reassigned to a different host.
Action
Cancel Booking
Cancels a OnceHub booking, optionally with a reason and without emailing the customer.
Action
Create Contact
Creates a new contact in OnceHub. Give at least an email address or a mobile number.
Action
Create One-Time Booking Link
Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.
Action
Delete Contact
Deletes a contact from OnceHub.
Action
Find Contact
Finds a OnceHub contact by email address.
Action
Get Available Time Slots
Returns the open meeting times on a OnceHub booking calendar for the window you choose.
Action
Get Booking Calendar
Returns one OnceHub booking calendar with its host, public link and meeting length.
Action
Get Booking Details
Returns one OnceHub booking with its time, customer details and booking form answers.
Action
Get Contact
Returns one OnceHub contact with its details and custom fields.
Action
Get Contact's Future Meetings
Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.
Action
List Booking Calendars
Lists the booking calendars in your OnceHub account.
Action
List Bookings
Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.
Action
List Contacts
Lists the contacts in your OnceHub account, with optional email and date filters.
Action
Mark Booking as No-Show
Marks a OnceHub booking as a no-show.
Action
Reassign Booking
Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.
Action
Request Reschedule
Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.
Action
Update Contact
Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.
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 OnceHub