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Meisterplan + MOCO Integrations

How to connect Meisterplan + MOCO

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Supported triggers and actions

What does this mean?
  • Meisterplan triggers, actions, and search
    Create Project
    Adds a new project to Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Create Resource
    Adds a new resource with the default calendar to Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Create Role
    Adds a new role to Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Update Resource Absence
    Update the absence for a resource in Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Create or Update Actual Time Worked
    Create or update Actual Time Worked entries for a specific project and resource/role in Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Create or Update Allocation
    Creates or updates an allocation for a specific project and resource/role in Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Update Project
    Updates a specific project in Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Update Resource
    Updates a specific resource in Meisterplan.
    Action
    Write
  • Meisterplan

    Updates a specific role in Meisterplan.

    Scheduled

    Action

  • Meisterplan

    Finds a project by name.

    Scheduled

    Action

  • Meisterplan

    Finds a resource by email.

    Scheduled

    Action

  • Meisterplan

    Finds a role by name.

    Scheduled

    Action

  • Meisterplan

    Finds a project by key.

    Scheduled

    Action

  • Meisterplan

    Finds a resource by key.

    Scheduled

    Action

  • Meisterplan

    Finds a resource or role.

    Scheduled

    Action

  • Meisterplan

    Finds a project by name.

    Scheduled

    Action

  • Meisterplan

    Finds a resource by email.

    Scheduled

    Action

  • Meisterplan

    Finds a role by name.

    Scheduled

    Action

  • Meisterplan

    Finds or creates a project by key.

    Scheduled

    Action

  • Meisterplan

    Finds or creates a resource by key.

    Scheduled

    Action

  • MOCO

    Triggers when a holiday request is approved.

    Instant

    Trigger

  • MOCO

    Triggers when a new time entry is created.

    Instant

    Trigger

  • MOCO

    Triggers when a new comment is created.

    Instant

    Trigger

  • MOCO

    Triggers when a new company is created.

    Instant

    Trigger

  • MOCO

    Triggers when a new contact person is created.

    Instant

    Trigger

  • MOCO

    Triggers when a new client is created.

    Instant

    Trigger

  • MOCO

    Triggers when a new lead was created.

    Instant

    Trigger

  • MOCO

    Triggers when an expense is created.

    Instant

    Trigger

  • MOCO

    Triggers when a new holiday request is created.

    Instant

    Trigger

  • MOCO

    Triggers when a new invoice is created.

    Instant

    Trigger

  • MOCO

    Triggers when a new invoice is exported (for the bookkeeping).

    Instant

    Trigger

  • MOCO

    Triggers when a new invoice payment is created.

    Instant

    Trigger

  • MOCO

    Triggers when the status of an invoice is changed.

    Instant

    Trigger

  • MOCO

    Triggers when a new offer is created.

    Instant

    Trigger

  • MOCO

    Triggers when a new Planning Entry is created.

    Instant

    Trigger

  • MOCO

    Triggers when a new Presence is created.

    Instant

    Trigger

  • MOCO

    Triggers when a new project is created.

    Instant

    Trigger

  • MOCO

    Triggers when a person is assigned to a project.

    Instant

    Trigger

  • MOCO

    Triggers when a project budget alert event has happened.

    Instant

    Trigger

  • MOCO

    Triggers when a new purchase is created.

    Instant

    Trigger

  • MOCO

    Triggers when an expense is recurred.

    Instant

    Trigger

  • MOCO

    Triggers when a new sales activity has happened.

    Instant

    Trigger

  • MOCO

    Triggers when a new task is created.

    Instant

    Trigger

  • MOCO

    Triggers when a new User is created.

    Instant

    Trigger

  • MOCO

    Triggers when a project is archived.

    Instant

    Trigger

  • MOCO

    Triggers when a project is made active again.

    Instant

    Trigger

  • MOCO

    Triggers when a time entry was updated.

    Instant

    Trigger

  • MOCO

    Triggers when a company was updated.

    Instant

    Trigger

  • MOCO

    Triggers when a contact person was updated.

    Instant

    Trigger

  • MOCO

    Triggers when a lead was updated.

    Instant

    Trigger

  • MOCO

    Triggers when an expense was updated.

    Instant

    Trigger

  • MOCO

    Triggers when an invoice was updated.

    Instant

    Trigger

  • MOCO

    Triggers when an offer was updated.

    Instant

    Trigger

  • MOCO

    Triggers when a Planning Entry was updated.

    Instant

    Trigger

  • MOCO

    Triggers when a Presence was updated.

    Instant

    Trigger

  • MOCO

    Triggers when a project was updated.

    Instant

    Trigger

  • MOCO

    Triggers when a purchase was updated.

    Instant

    Trigger

  • MOCO

    Triggers when a User was updated.

    Instant

    Trigger

  • MOCO

    Create a new time entry.

    Scheduled

    Action

  • MOCO

    Creates a new Comment.

    Scheduled

    Action

  • MOCO

    Creates a new contact person.

    Scheduled

    Action

  • MOCO

    Creates a new company (customer only).

    Scheduled

    Action

  • MOCO

    Creates a new Expense.

    Scheduled

    Action

  • MOCO

    Creates a new invoice payment.

    Scheduled

    Action

  • MOCO

    Creates a new lead.

    Scheduled

    Action

  • MOCO

    Creates a new Project.

    Scheduled

    Action

  • MOCO

    Creates a new Purchase.

    Scheduled

    Action

  • MOCO

    Creates a new project task.

    Scheduled

    Action

  • MOCO

    Record a new presence.

    Scheduled

    Action

  • MOCO

    Finds an existing Time Entry.

    Scheduled

    Action

  • MOCO

    Finds an existing Company.

    Scheduled

    Action

  • MOCO

    Finds an existing Contact.

    Scheduled

    Action

  • MOCO

    Finds an existing lead.

    Scheduled

    Action

  • MOCO

    Finds an existing Expense.

    Scheduled

    Action

  • MOCO

    Finds an existing Invoice.

    Scheduled

    Action

  • MOCO

    Finds an existing Offer.

    Scheduled

    Action

  • MOCO

    Finds an existing Planning Entry.

    Scheduled

    Action

  • MOCO

    Finds an existing project.

    Scheduled

    Action

  • MOCO

    Finds an existing Purchase.

    Scheduled

    Action

  • MOCO

    Finds an existing purchase category.

    Scheduled

    Action

  • MOCO

    Finds an active Task for a Project.

    Scheduled

    Action

  • MOCO

    Finds an existing active user.

    Scheduled

    Action

How Meisterplan + MOCO Integrations Work

  1. Step 1: Authenticate Meisterplan and MOCO.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
meisterplan logo
meisterplan logo

About Meisterplan

Meisterplan is a project portfolio management tool that focuses on resource management at the portfolio level and helps you make plans that work.

Related categories

  • Project Management
moco logo
moco logo

About MOCO

MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.
Learn more

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