Integration

Connect SQL Server to Meisterplan

When something happens in SQL Server, 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.

SQL Server4 triggersSQL Server7 actionsMeisterplan19 actions

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What do you want SQL Server 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 SQL Server and Meisterplan

Triggers and actions 4 triggers · 26 actions

Trigger
New or Updated Row
Triggers when a new row is added or modified.
Trigger
New or Updated Row (Custom Query)
Fires for each new or changed row returned by a SELECT statement you write against the connected SQL Server database.
Trigger
New Row
Triggers when you add a new row.
Trigger
New Table
Fires when a new table appears in the connected SQL Server database.
Action
Add Row
Add one row to a table on the connected SQL Server database.
Action
Delete Row
Delete the rows in a table whose chosen column equals a value.
Action
Find Row
Find the first row in a table whose chosen column matches a value.
Action
Find Rows via Custom Query
Runs a SELECT statement you write against the connected SQL Server database and returns every row it matches.
Action
Find Row via Custom Query
Runs a SELECT statement you write against the connected SQL Server database and returns the first row it matches.
Action
Run Custom Statement
Runs a statement you write against the connected SQL Server database that changes data rather than returning rows, and reports how many rows it changed.
Action
Update Row
Change column values on every row of a table whose chosen column matches a 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.

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The other way round: Meisterplan to SQL Server