Integration
Connect Snitcher to Meisterplan
When something happens in Snitcher, 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.
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What do you want Snitcher 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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Triggers and actions 2 triggers ยท 30 actions
Trigger
New OrganisationTriggered when a new company is identified visiting your website in the selected Snitcher workspace.
Trigger
Organisation Enters SegmentTriggered when a company first appears in the selected Snitcher segment.
Action
Create Custom FieldCreates a new custom field definition on organisations in a Snitcher workspace.
Action
Create TagCreates a new tag in a Snitcher workspace so it can be applied to organisations.
Action
Find ContactsReturns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain.
Action
Find OrganisationLooks up an organisation in a Snitcher workspace by company name and returns the first match.
Action
Get User ProfileReturns the name, email and id of the Snitcher user the connection belongs to.
Action
List Custom FieldsReturns all custom field definitions set up on organisations in a Snitcher workspace.
Action
List SegmentsReturns all segments defined in a Snitcher workspace.
Action
List SessionsReturns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters.
Action
List WorkspacesReturns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags.
Action
Reveal Contact EmailUses a Snitcher email-reveal credit to return the email address of a known organisation contact.
Action
Search OrganisationsSearches the organisations in a Snitcher workspace using advanced field filters.
Action
Create or Update Actual Time WorkedRecords 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 AllocationAllocates 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 LinkLinks 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 AbsenceRecords 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 LinkPushes a task from a linked task management tool onto a Meisterplan project, updating it if the task key is already there.
Action
Create ProjectCreates a project in a Meisterplan scenario, including its dates, budgets and custom fields. Returns the new project.
Action
Create ResourceAdds a person to the Meisterplan resource pool, with their role, calendar, cost rate and org placement. Returns the new resource.
Action
Create RoleCreates 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 RoleReturns 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 RoleReturns 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 KeyReturns 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 NameReturns 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 EmailReturns 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 KeyReturns 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 NameReturns 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 KeyReturns 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 ProjectUpdates a project in a Meisterplan scenario โ its dates, budgets, status and custom fields. Only the values supplied are changed. Returns the updated project.
Action
Update ResourceUpdates a person in the Meisterplan resource pool โ their name, role, calendar, cost rate and org placement. Only the values supplied are changed. Returns the updated resource.
Action
Update RoleUpdates a role in Meisterplan โ 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.
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