App
Connect Meisterplan to any API
Meisterplan is a project portfolio management tool that focuses on resource management at the portfolio level and helps you make plans that work.
What your agent can do with Meisterplan
Triggers and actions 19 actions
- ActionCreate 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.
- ActionCreate 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.
- ActionCreate 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.
- ActionCreate 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.
- ActionCreate 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.
- ActionCreate Project
Creates a project in a Meisterplan scenario, including its dates, budgets and custom fields. Returns the new project.
- ActionCreate Resource
Adds a person to the Meisterplan resource pool, with their role, calendar, cost rate and org placement. Returns the new resource.
- ActionCreate Role
Creates a role in Meisterplan that resources can be assigned to and projects can be allocated against. Returns the new role.
- ActionFind 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.
- ActionFind 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.
- ActionFind 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.
- ActionFind 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.
- ActionFind 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.
- ActionFind 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.
- ActionFind 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.
- ActionFind 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.
- ActionUpdate 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.
- ActionUpdate 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.
- ActionUpdate 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.
Not listed?
Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the Meisterplan API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.