Planview AgilePlace + Meisterplan Integrations
How to connect Planview AgilePlace + Meisterplan
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Card Entered a Specific LaneTriggers when a card enters a specified lane.Trigger- Card Created in a Specific LaneTriggers when a card is created in a specific lane.Trigger
- Card Created on BoardTriggers when a card is created anywhere on a board.Trigger
- Card Moved on a BoardTriggers when a card moves to/from any lane on a board.Trigger
- Card Updated on BoardTriggers when a card is updated anywhere on a board.Trigger
- Add a Card Type to a BoardAdds a card type to a board if it doesn't already existAction
- Add Comment to Card (Or Task)Add a Comment to a Card or TaskAction
- Add Custom Field Choice Item to DropdownAdd Custom Field Choice Item to DropdownAction
- 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
- 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 Planview AgilePlace + Meisterplan Integrations Work
- Step 1: Authenticate Planview AgilePlace 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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