Connect Productive.io to Meisterplan

Both apps 54Productive.io 35Meisterplan 19

• Trigger
  New time entry

  Triggers when a new time entry is tracked in Productive.

• Action
  Add Comment to Deal

  Adds a comment to a deal in Productive.

• Action
  Add comment to task

  Adds a comment to a task in Productive.

• Action
  Add expense

  Creates a new expense in Productive, optionally allocated to a budget service.

• Action
  Add invoice

  Creates a new invoice for a client company in Productive.

• Action
  Add time entry

  Creates a time entry in Productive, logging minutes a person worked on a service (and optionally a task) on a given date.

• Action
  Create Booking

  Creates a booking that schedules a person's time on a service or an absence event over a date range in Productive.

• Action
  Create Company

  Creates a new company (client) in Productive with its billing, invoicing and contact details.

• Action
  Create Contact

  Creates a contact (person) in Productive, linked to a client company.

• Action
  Create Deal

  Creates a new deal in Productive with a name, owner, deal type and date, plus optional value, company, contact and other deal details.

• Action
  Create Project

  Creates a new project in Productive with a name, type, project manager and workflow, optionally linked to a client company.

• Action
  Create Service

  Creates a service (a billable line of work) on a Productive deal or budget.

• Action
  Create Task

  Creates a task in a Productive project task list, with optional assignee, dates, estimates, tags and recurrence.

• Action
  Create Task List

  Creates a task list inside a project folder in Productive.

• Action
  Delete task

  Permanently deletes a task in Productive.

• Action
  Find Company

  Finds companies in Productive by name or company code and returns the matches.

• Action
  Find Contact

  Finds contacts (client people) in Productive by search text, email or company, returning the matches and the first one.

• Action
  Find Deal

  Finds deals in Productive by name, number or company and returns the matches.

• Action
  Find invoices by criteria

  Returns invoices matching an invoice number and/or company, with the first match and a count.

• Action
  Find projects by criteria

  Finds projects matching a name, client company, project manager or status, returning the matches and the first one.

• Action
  Find Task

  Finds tasks matching a title, number, search text, project, task list, assignee or status, and returns the first match plus the full list.

• Action
  Find time entries by criteria

  Returns time entries matching the criteria you give, such as person, service, task or date range.

• Action
  Find User

  Finds users (team members) in your Productive organization by name or email and returns the matches.

• Action
  Get Booking

  Returns a single booking (resource-planning allocation of a person to a service or event) by its ID, including dates, hours and custom fields.

• Action
  Get Comment

  Returns a single comment by its ID, including its body, timestamps and the task, deal or other record it was posted on.

• Action
  Get Expense

  Returns a single expense by its ID, including amounts, dates, approval status, custom fields and related records.

• Action
  Get Service

  Returns a single service (a budget or deal line item) by its ID, including its attributes and custom field values.

• Action
  Get Task List

  Returns a single task list by its ID, including its name, position, archive status and its project, board and folder.

• Action
  Update booking

  Updates an existing booking in Productive, such as its dates, booked time, note or assigned service. Fields left blank are not changed.

• Action
  Update company

  Updates an existing company in Productive. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing contact (person) in Productive. Only the fields you fill in are changed.

• Action
  Update Deal

  Updates an existing deal or budget in Productive, changing only the fields you fill in.

• Action
  Update project

  Updates an existing project in Productive. Only the values you fill in are changed.

• Action
  Update Task

  Updates an existing task in Productive. Only the values you fill in are changed.

• Action
  Update time entry

  Updates an existing time entry in Productive, changing only the fields you fill in.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.