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Meisterplan + Planview AgilePlace Integrations

How to connect Meisterplan + Planview AgilePlace

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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

  • Planview AgilePlace

    Triggers when a card enters a specified lane.

    Scheduled

    Trigger

  • Planview AgilePlace

    Triggers when a card is created in a specific lane.

    Scheduled

    Trigger

  • Planview AgilePlace

    Triggers when a card is created anywhere on a board.

    Scheduled

    Trigger

  • Planview AgilePlace

    Triggers when a card moves to/from any lane on a board.

    Scheduled

    Trigger

  • Planview AgilePlace

    Triggers when a card is updated anywhere on a board.

    Scheduled

    Trigger

  • Planview AgilePlace

    Adds a card type to a board if it doesn't already exist

    Scheduled

    Action

  • Planview AgilePlace

    Add a Comment to a Card or Task

    Scheduled

    Action

  • Planview AgilePlace

    Add Custom Field Choice Item to Dropdown

    Scheduled

    Action

  • Planview AgilePlace

    Add tags to an existing card (or task).

    Scheduled

    Action

  • Planview AgilePlace

    Assign a User to a Card (Or Task)

    Scheduled

    Action

  • Planview AgilePlace

    Block a Card (Or Task)

    Scheduled

    Action

  • Planview AgilePlace

    Creates a new card.

    Scheduled

    Action

  • Planview AgilePlace

    Moves a task into it's taskboard 'done' lane

    Scheduled

    Action

  • Planview AgilePlace

    Creates a parent/child relationship between two cards

    Scheduled

    Action

  • Planview AgilePlace

    Create a Task Card.

    Scheduled

    Action

  • Planview AgilePlace

    Duplicate a Card (Or Task)

    Scheduled

    Action

  • Planview AgilePlace

    Gets a Card by ID

    Scheduled

    Action

  • Planview AgilePlace

    Moves a card to a different lane.

    Scheduled

    Action

  • Planview AgilePlace

    Move a parent based on children (1st child moved to an active lane moves the parents into the specified active lane. Once all children are complete, moves the parents to the specified 'done' lane)

    Scheduled

    Action

  • Planview AgilePlace

    Move a card to another board

    Scheduled

    Action

  • Planview AgilePlace

    Remove Custom Field Choice Item From Dropdown

    Scheduled

    Action

  • Planview AgilePlace

    Removes a parent/child connection between two cards

    Scheduled

    Action

  • Planview AgilePlace

    Remove tags from an existing card (or task).

    Scheduled

    Action

  • Planview AgilePlace

    Moves a task card into the 'doing' lane

    Scheduled

    Action

  • Planview AgilePlace

    Unassign a User from a Card (Or Task)

    Scheduled

    Action

  • Planview AgilePlace

    Unblock a Card (Or Task)

    Scheduled

    Action

  • Planview AgilePlace

    Updates an existing card (or task card).

    Scheduled

    Action

  • Planview AgilePlace

    Update Custom Field Value on a Card

    Scheduled

    Action

  • Planview AgilePlace

    Finds the first matching card on a board by searching Title and Header (Custom ID).

    Scheduled

    Action

  • Planview AgilePlace

    Finds the first matching card on a board by searching Title and Header (Custom ID).

    Scheduled

    Action

How Meisterplan + Planview AgilePlace Integrations Work

  1. Step 1: Authenticate Meisterplan and Planview AgilePlace.
    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
planview-leankit logo
planview-leankit logo

About Planview AgilePlace

Push new Cards, Card moves, and Card updates to your instance of Planview AgilePlace.

Related categories

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