MOCO + Meisterplan Integrations
How to connect MOCO + Meisterplan
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Approved Holiday RequestTriggers when a holiday request is approved.Trigger- New Time EntryTriggers when a new time entry is created.Trigger
- New CommentTriggers when a new comment is created.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New Contact PersonTriggers when a new contact person is created.Trigger
- New ClientTriggers when a new client is created.Trigger
- New LeadTriggers when a new lead was created.Trigger
- New ExpenseTriggers when an expense is created.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
- Meisterplan
Run a flow on specific project activities in your Meisterplan system
Instant
Trigger
- Meisterplan
Adds a new project to Meisterplan.
Scheduled
Action
- Meisterplan
Adds a new resource with the default calendar to Meisterplan.
Scheduled
Action
- Meisterplan
Adds a new role to Meisterplan.
Scheduled
Action
- Meisterplan
Update the absence for a resource in Meisterplan.
Scheduled
Action
- Meisterplan
Create or update Actual Time Worked entries for a specific project and resource/role in Meisterplan.
Scheduled
Action
- Meisterplan
Creates or updates an allocation for a specific project and resource/role in Meisterplan.
Scheduled
Action
- Meisterplan
Updates a specific project in Meisterplan.
Scheduled
Action
- Meisterplan
Updates a specific resource in Meisterplan.
Scheduled
Action
- 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
How MOCO + Meisterplan Integrations Work
- Step 1: Authenticate MOCO and Meisterplan.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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