Meisterplan and Salesflare

How to connect Meisterplan

When new Task in Salesflare, create or Update Tasks of a Project's Tool Link in Meisterplan.

Meisterplan is a project portfolio management tool that focuses on resource management at the portfolio level and helps you make plans that work.

Start a workflow when this happens

New Activity on Project — Triggers when there are activities on a specific project in your Meisterplan system.

Things Salesflare can make it do

Create Project — Adds a new project to Meisterplan.
Create Resource — Adds a new resource with the default calendar to Meisterplan.
Create Role — Adds a new role to Meisterplan.
Create or Update Actual Time Worked — Create or update Actual Time Worked entries for a specific project and resource/role in Meisterplan.
Create or Update Allocation — Creates or updates an allocation for a specific project and team/resource/role in Meisterplan.

Show 13 more actions

Create or Update Part-Time Working Model — Create or update the part-time working model for a resource in Meisterplan.
Create or Update Resource Absence — Create or update absences for a resource in Meisterplan.
Create or Update Tasks of a Project's Tool Link — Adds a new task to a project or updates an existing task in Meisterplan.
Create or Update a Project's Tool Link — Creates or Updates a specific project taskmanagement link in Meisterplan.
Find Or Create Project by Key — Finds or creates a project by key.
Find Or Create Resource by Key — Finds or creates a resource by key.
Find or Create Project — Finds a project by name.
Find or Create Resource — Finds a resource by email.
Find or Create Role — Finds a role by name.
Find or Create Task — Finds a task by key.
Update Project — Updates a specific project in Meisterplan.
Update Resource — Updates a specific resource in Meisterplan.
Update Role — Updates a specific role in Meisterplan.