Meisterplan + Salesforce

Create Meisterplan projects from new records in Salesforce

Create a new record (e.g. a campaign) in Salesforce and this integration will add it as a new project in Meisterplan. This way you can prioritize them according to their strategic value and the available capacity in your organization.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create ProjectAdds a new project to Meisterplan.
ActionWrite

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More things you can do with Salesforce and Meisterplan

Discover other triggers and actions you can use with Salesforce and Meisterplan

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Activity on Project
Triggers when there are activities on a specific project in your Meisterplan system.
Trigger
Instant
Try It
- Scenario
  Required
Action
Write
- Name
  Required
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Write
- Scenario
  Required
- Project
  Required
- Task Key
  Required
- Name
  Required
- Status
  Required
- External View URL
- Rank
- Start Date
- Due Date
- Remaining Effort in Hours
- Remaining Effort in Story Points
- Completed Effort in Hours
- Completed Effort in Story Points
- Assignee Team/Resource/Role
- Assigned Resource Type
- Sprint Key
- Sprint Name
- Sprint Start Time
- Sprint End Time
Action
Write
- Scenario
  Required
- Project
  Required
- Team/Resource/Role
  Required
- Resource Type
  Required
- Start
  Required
- Finish
  Required
- Allocation Unit
  Required
- Allocation
  Required
Action
Write
- Resource
  Required
- Resource Key
- Name
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Write
- Role
  Required
- Name
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Write
- Email
  Required
Action
Search
- Scenario
  Required
- Project Key
  Required
Action
Search
- Name
  Required
Action
Search
- Scenario
  Required
- Project
  Required
- Task Key
  Required
Action
Search
- Email
  Required
- Resource Key
- Last Name
  Required
- First Name
- Resource Manager ID
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Search or write
- Scenario
  Required
- Project Key
  Required
Action
Search or write
- Scenario
  Required
- Project
  Required
- Task Key
  Required
- Name
  Required
- Status
  Required
- External View URL
- Rank
- Start Date
- Due Date
- Remaining Effort in Hours
- Remaining Effort in Story Points
- Completed Effort in Hours
- Completed Effort in Story Points
- Assignee Team/Resource/Role
- Assigned Resource Type
- Sprint Key
- Sprint Name
- Sprint Start Time
- Sprint End Time
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Scenario
  Required
- Project
  Required
- Tool Key
  Required
- External View URL
- Jira Issue or Project Key
Action
Write
- Resource Key
- Last Name
  Required
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Write
- Resource
  Required
- Start
  Required
- Finish
  Required
- Capacity
  Required
Action
Write
- Scenario
  Required
- Project
  Required
- Resource/Role
  Required
- Resource Type
  Required
- Booking Date
  Required
- Allocation (hours)
  Required
- Booking Mode
  Required
- Cost Type
- Cost Per Hour
Action
Write
- Scenario
  Required
- Project
  Required
Action
Write
- Resource
  Required
- Start Date
  Required
- Finish Date
  Required
- Duration
  Required
Action
Write
- Scenario
  Required
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Resource Key
  Required
Action
Search
- Resource Key or Role Name
  Required
Action
Search
- Scenario
  Required
- Name
  Required
Action
Search or write
- Name
  Required
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Search or write
- Resource Key
  Required
- Last Name
  Required
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Search or write

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.

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Related categories

Project Management

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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