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.
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.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ProjectAdds a new project to Meisterplan.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundScenarioRequired
ProjectRequired
Tool KeyRequired
External View URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource Key
Last NameRequired
First Name
Resource Manager ID
Email
Start Date
Termination Date
City
Country
Postal Code
External Resource
Cost Per Hour
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ResourceRequired
StartRequired
FinishRequired
CapacityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ScenarioRequired
ProjectRequired
Resource/RoleRequired
Resource TypeRequired
Booking DateRequired
Allocation (hours)Required
Booking ModeRequired
Cost Type
Cost Per Hour
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ScenarioRequired
ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ResourceRequired
Start DateRequired
Finish DateRequired
DurationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ScenarioRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appResource KeyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appResource Key or Role NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appScenarioRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Resource Manager ID
Cost Type
Cost Per Hour
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResource KeyRequired
Last NameRequired
First Name
Resource Manager ID
Email
Start Date
Termination Date
City
Country
Postal Code
External Resource
Cost Per Hour
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity on Project
Triggers when there are activities on a specific project in your Meisterplan system.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ScenarioRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Resource Manager ID
Cost Type
Cost Per Hour
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ScenarioRequired
ProjectRequired
Task KeyRequired
NameRequired
StatusRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ScenarioRequired
ProjectRequired
Team/Resource/RoleRequired
Resource TypeRequired
StartRequired
FinishRequired
Allocation UnitRequired
AllocationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ResourceRequired
Resource Key
Name
First Name
Resource Manager ID
Email
Start Date
Termination Date
City
Country
Postal Code
External Resource
Cost Per Hour
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RoleRequired
Name
Resource Manager ID
Cost Type
Cost Per Hour
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appScenarioRequired
Project KeyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appScenarioRequired
ProjectRequired
Task KeyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Resource Key
Last NameRequired
First Name
Resource Manager ID
Start Date
Termination Date
City
Country
Postal Code
External Resource
Cost Per Hour
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundScenarioRequired
Project KeyRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundScenarioRequired
ProjectRequired
Task KeyRequired
NameRequired
StatusRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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