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Meisterplan + Salesforce Integrations

How to connect Meisterplan + Salesforce

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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

  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing file to an existing Record.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new File (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How Meisterplan + Salesforce Integrations Work

  1. Step 1: Authenticate Meisterplan and Salesforce.
    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.
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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
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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