Connect folk to Meisterplan

Both apps 62folk 27Meisterplan 35

• Trigger
  Company Added

  Triggers when a new company is created or added to a group.

• Trigger
  Company Custom Field Updated

  Triggers when a company custom field (for example tag, status, text, assignee) is updated.

• Trigger
  Company Removed

  Triggers when a company is deleted from the workspace or removed from a group.

• Trigger
  Company Updated

  Triggers when a company basic field (like name, email or URL) in a group is updated.

• Trigger
  Deal Added

  Fires when a new deal is created.

• Trigger
  Deal Removed

  Fires when a deal is deleted from a pipeline.

• Trigger
  Deal Updated

  Fires when a deal is updated (stage change, field update).

• Trigger
  Person Added

  Triggers when a new person is created or added to a group.

• Trigger
  Person Custom Field Updated

  Triggers when a person custom field (for example tag, status, text, assignee) is updated.

• Trigger
  Person Removed

  Triggers when a person is deleted from the workspace or removed from a group.

• Trigger
  Person Updated

  Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.

• Action
  Create Company

  Creates a company in folk, optionally adding it to a group and setting that group's custom fields.

• Action
  Create Deal

  Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.

• Action
  Create Group

  Creates a group in folk. A default "All people" table view is added to the group automatically.

• Action
  Create Note

  Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.

• Action
  Create Person

  Creates a person in folk, optionally adding them to a group and setting that group's custom fields.

• Action
  Create Reminder

  Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.

• Action
  Delete Company

  Deletes a company from folk by its id.

• Action
  Delete Person

  Deletes a person from folk by their id. This also removes their custom fields, notes and associations.

• Action
  Find a Company

  Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.

• Action
  Find a Person

  Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.

• Action
  Get a Company

  Fetches one folk company by id, including its custom field values.

• Action
  Get a Note

  Fetches one folk note by id, with its text, author and the record it is attached to.

• Action
  Get a Person

  Fetches one folk person by id, including their custom field values.

• Action
  List Groups

  Returns the groups in the folk workspace, with each group's id, name and visibility.

• Action
  Update Company

  Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.

• Action
  Update Person

  Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.

• Action
  Add milestone

  Creates a milestone on a Meisterplan project in the chosen scenario and returns the new milestone.

• Action
  Add risk

  Creates a risk on a Meisterplan project and returns the new risk.

• Action
  Add team

  Creates a team in Meisterplan and returns the new team.

• 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 Part-Time Working Model

  Sets a resource's part-time working model by replacing its calendar deviations (relative capacity) for a time period. Returns the resource's resulting deviations.

• 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
  Delete project

  Deletes a project from a Meisterplan scenario.

• Action
  Delete resource

  Deletes a resource from Meisterplan. The run fails if no resource has the given id.

• 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
  Get project

  Returns a single Meisterplan project in a scenario, including its custom fields.

• Action
  Get resource

  Returns one Meisterplan resource by its id, including its role, calendar, skills, cost rates, team contributions and custom fields.

• Action
  List allocations

  Returns every allocation of a project in a scenario, with the allocated role, resource or team and its time segments.

• Action
  List milestones

  Returns all milestones of a Meisterplan project, including their custom fields.

• Action
  List programs

  Returns the programs in a Meisterplan scenario, optionally narrowed to those matching a program key or name.

• Action
  List resources

  Returns the resources (people) in your Meisterplan system, optionally narrowed by key, name, external id, email or address.

• Action
  List roles

  Returns the roles in Meisterplan, optionally only those matching a name or external ID.

• Action
  List teams

  Returns the teams in your Meisterplan system, optionally filtered by name or resource key.

• Action
  Update milestone

  Updates an existing milestone on a Meisterplan project, changing only the details you supply.

• 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.

• Action
  Update team

  Updates a team in Meisterplan, changing only the details you fill in.

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