Meisterplan + Slack + Filter by Zapier

Notify project managers via direct Slack messages about new stage gate changes in Meisterplan

Notify project managers via a direct Slack message when a project stage gate changes, e.g. from seeking approval to approved. This template requires the same email to be used for the project manager in the Meisterplan resource and the Slack account.

When this happens...
New Activity on Project
Triggers when there are activities on a specific project in your Meisterplan system.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Find Resource by Key
Finds a resource by key.
ActionSearch
then do this...
Find User by Email
Finds a user by matching against their email instead of their username.
ActionSearch
then do this!
Send Direct Message
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity on Project
Triggers when there are activities on a specific project in your Meisterplan system.
Trigger
Instant
Try It
- Resource Key
- Last NameRequired
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Write
- ResourceRequired
- StartRequired
- FinishRequired
- CapacityRequired
Action
Write
- ScenarioRequired
- ProjectRequired
- Resource/RoleRequired
- Resource TypeRequired
- StartRequired
- FinishRequired
- Allocation UnitRequired
- AllocationRequired
Action
Write
- ResourceRequired
- Resource Key
- Name
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Write

- RoleRequired
- Name
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Write
- EmailRequired
Action
Search

- ScenarioRequired
- Project KeyRequired
Action
Search
- NameRequired
Action
Search
- EmailRequired
- Resource Key
- Last NameRequired
- First Name
- Resource Manager ID
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Search or write
- ScenarioRequired
- Project KeyRequired
Action
Search or write
- Only continue if...Required
Action
Filter
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

- ScenarioRequired
Action
Write
- NameRequired
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Write
- ScenarioRequired
- ProjectRequired
- Resource/RoleRequired
- Resource TypeRequired
- Booking DateRequired
- Allocation (hours)Required
- Booking ModeRequired
- Cost Type
- Cost Per Hour
Action
Write
- ScenarioRequired
- ProjectRequired
Action
Write
- ResourceRequired
- Start DateRequired
- Finish DateRequired
- DurationRequired
Action
Write
- ScenarioRequired
- NameRequired
Action
Search
- NameRequired
Action
Search
- Resource KeyRequired
Action
Search
- ScenarioRequired
- NameRequired
Action
Search or write
- NameRequired
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Search or write
- Resource KeyRequired
- Last NameRequired
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Search or write
- Trigger for Bot Messages?
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Reaction
- Channel
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw Request User Info
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

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

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more Help

Related categories

Team Chat

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Meisterplan + Slack + Filter by Zapier

Notify project managers via direct Slack messages about new stage gate changes in Meisterplan

New Activity on Project

Create Resource

Resource Key

First Name

Resource Manager ID

Email

Start Date

Termination Date

City

Country

Postal Code

External Resource

Cost Per Hour

Create or Update Part-Time Working Model

ResourceRequired

StartRequired

FinishRequired

CapacityRequired

Create or Update Allocation

ScenarioRequired

ProjectRequired

Resource/RoleRequired

Resource TypeRequired

StartRequired

FinishRequired

Allocation UnitRequired

AllocationRequired

Update Resource

ResourceRequired

Resource Key

Name

First Name

Resource Manager ID

Email

Start Date

Termination Date

City

Country

Postal Code

External Resource

Cost Per Hour

Update Role

RoleRequired

Name

Resource Manager ID

Cost Type

Cost Per Hour

Find Resource by Email

EmailRequired

Find Project by Key

ScenarioRequired

Project KeyRequired

Find a Resource or Role

NameRequired

Find or Create Resource

EmailRequired

Resource Key

Last NameRequired

First Name

Resource Manager ID

Start Date

Termination Date

City

Country

Postal Code

External Resource

Cost Per Hour

Find Or Create Project by Key

ScenarioRequired

Project KeyRequired

Only continue if...

Only continue if...Required

New Channel

New Team Custom Emoji

Include Alias