Connect HappyFox and Meisterplan to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New ticket" from HappyFox.

Add your action

An action happens after the trigger—such as "Create or Update a Project's Tool Link" in Meisterplan.

You’re connected!

Zapier seamlessly connects HappyFox and Meisterplan, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Status
- Priority
- Category
Trigger
Instant
Try It
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

- Client name
  Required
- Email
  Required
- Phone number
- Subject
  Required
- Message
  Required
- Priority
  Required
- Category
  Required
Action
Write
- Scenario
  Required
- Project
  Required
- Tool Key
  Required
- External View URL
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

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect HappyFox and Meisterplan to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your HappyFox to Meisterplan integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About HappyFox

HappyFox is a customer support, ticket support software that ensures lowest response time for all your customers queries. A really simple help desk!

HelpHelp

Related categories

Customer Support

Similar apps

Zendesk

Customer Support

Help Scout

Customer Support

Tender Support

Customer Support

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.

HelpHelp

Related categories

Project Management

Connect HappyFox and Meisterplan to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect HappyFox and Meisterplan to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect HappyFox to Meisterplan on the world's largest no-code automation platform