Connect Order Desk to Meisterplan

Both apps 37Order Desk 18Meisterplan 19

• Trigger
  New Order Added

  Triggered when a new order is added in Order Desk.

• Trigger
  Order Folder Changed

  Triggered when an order moves to a different folder in Order Desk.

• Action
  Add Order Item

  Adds a line item to an existing order in Order Desk.

• Action
  Add Order Note

  Adds a note to an order's history in Order Desk.

• Action
  Add Shipment

  Records a shipment with tracking details against an order in Order Desk.

• Action
  Change Folder

  Moves an order into a different folder in Order Desk.

• Action
  Change Tag

  Sets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost.

• Action
  Create Inventory Item

  Creates a product in the Order Desk store's inventory.

• Action
  Create New Order

  Creates a new order in Order Desk with its line items, addresses and totals.

• Action
  Delete Inventory Item

  Deletes a product from the Order Desk store's inventory.

• Action
  Delete Order

  Deletes an order from Order Desk.

• Action
  Delete Order Item

  Removes a line item from an order in Order Desk.

• Action
  Get Inventory Item

  Returns one product from the Order Desk store's inventory, including its stock level and your own metadata.

• Action
  Get Order

  Returns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata.

• Action
  List Orders

  Returns orders from Order Desk, with optional folder, source, customer and date filters.

• Action
  Set Order Data

  Updates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost.

• Action
  Set Order Item Data

  Updates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost.

• Action
  Update Inventory Item

  Updates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost.

• 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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