Connect Streak to Meisterplan

Both apps 52Streak 33Meisterplan 19

• Trigger
  New Box

  Triggered when a new box is added to the specified pipeline (polling).

• Trigger
  New email thread

  Triggered when a new email thread is added to the specified box.

• Trigger
  New event

  Triggered when a new event occurs within any pipeline.

• Trigger
  New event in box

  Triggered when a new event occurs within the specified box.

• Trigger
  New event in pipeline

  Triggered when a new event occurs within the specified pipeline.

• Trigger
  New file

  Triggered when a new file is added to the specified box.

• Trigger
  New Pipeline

  Triggered when a new pipeline is added (polling).

• Trigger
  New snippet

  Triggered when a new snippet is added.

• Trigger
  New Stage

  Triggered when a new stage is added to the specified pipeline (polling).

• Trigger
  New Task in Box

  Triggered when a new task is added to the specified box (polling).

• Trigger
  New task in pipeline

  Fires for each new task created in the selected Streak pipeline. Polls every box in the pipeline and emits each task once, identified by its task key.

• Trigger
  Task complete

  Fires for each task marked complete in the selected Streak pipeline. Polls every box in the pipeline, keeps the tasks whose status is DONE, and emits each one once, identified by its task key.

• Action
  Create Box

  Adds a new box to the specified pipeline.

• Action
  Create Comment

  Adds a new comment to the specified box.

• Action
  Create Pipeline

  Creates a new pipeline.

• Action
  Create Stage

  Adds a new stage to the specified pipeline.

• Action
  Create Task

  Adds a new task to the specified box.

• Action
  Delete Box

  Deletes a box by its key.

• Action
  Delete Stage

  Deletes a stage from the specified pipeline.

• Action
  Delete Task

  Deletes a task by its key.

• Action
  Get Box

  Gets a single box by its key.

• Action
  Get Current User

  Returns the user associated with the API key.

• Action
  Get Pipeline

  Gets a single pipeline by its key.

• Action
  List Boxes in Pipeline

  Lists all boxes in the specified pipeline.

• Action
  List Fields

  Lists all fields in the specified pipeline.

• Action
  List Pipelines

  Lists all pipelines the user has access to.

• Action
  List Stages

  Lists all stages in the specified pipeline.

• Action
  List Tasks in Box

  Lists all tasks in the specified box.

• Action
  Move Box to Stage

  Moves a box to a stage in the specified pipeline.

• Action
  Search

  Searches boxes, contacts, and organizations across Streak.

• Action
  Update Box

  Updates a box's name, notes, or stage.

• Action
  Update Box Field Value

  Sets the value of a custom field on a box.

• Action
  Update Task

  Updates a task's text, due date, or completion status.

• 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.