Meisterplan + Zapier
Connect All Your Favorite Tools to Meisterplan with Zapier and Minimize Your Team's Workload
Organizations rely on dozens of tools to help them operate, but this can also create roadblocks. With so many applications, important project data and updates are not easily communicated across companies because these apps are not connected and sharing information. The only way for companies to ensure no crucial piece of information falls through the cracks is to tediously enter data into multiple places…until now.
Meisterplan now integrates with Zapier, which gives users access to thousands of other app integrations. By using Zapier, you can integrate Meisterplan with all the tools your teams use so no one has to do double maintenance on project data. Whether you need to update a project or put in an approved time-off request, Meisterplan and Zapier can make the process seamless. To learn more about how to use Meisterplan and Zapier, visit our help center.
Some of our most popular Zapier Integrations include:
What Is Zapier and How Does It Work?
Zapier is an online automation tool that acts as the connector between thousands of applications. Zapier allows different types of apps and online tools to share data, which saves users everywhere tons of time and greatly increases communication and efficiency. Users set up workflows called “Zaps” that respond to a predetermined “Trigger.” Users can customize their Zaps themselves or use our pre-configured Zaps and Triggers.
Create and Update Projects with Ease
Your teams use project management tools, but you need a strategic high-level view of every project in your portfolio. No problem! You can connect your Meisterplan system to your project management tool through Zapier. By doing so, you can make sure projects in Meisterplan get automatically updated or added when your project teams make changes. No more compiling status reports, digging through emails or guessing what your project teams are up to.
Simplify the Process of Bringing in New Projects
Organizing new project initiatives can be quite a headache, but it doesn’t have to be. Instead of sending out a call for new project ideas and being overwhelmed by emails and scribbled notes you can now have all new initiatives sent directly to your Meisterplan system with exactly the information you need. Gone are the days of compiling new project ideas in spreadsheets or sorting through form submissions. With Zapier, you decide which data fields you want to be included in each new project initiative and then that information is sent to a designated sub-portfolio for later evaluation.
Adding and Updating Resources Is Painless
Keeping track of employees and their time-off schedules has never been easier. Instead of time-off requests getting lost in your email or having to dig through a lengthy spreadsheet, you can now add and update resources through Zapier. You can also automatically send absences to your Meisterplan, so employees aren’t booked when they’re out of the office. This gives you confidence that your resource pool is accurate and prevents costly mistakes.
What Customers Love About Meisterplan
“This tool gives us the invaluable insight we need to make important decisions about when to start projects and when to hire. It can help you align your hiring needs with your sales pipeline. It's the only tool in its class that provides capacity planning and projections to coordinate hiring and sales leads.”
“Meisterplan filled a significant gap for us in understanding how we are utilizing our capacity. We now have a much better idea when we need to either say no to new projects or adjust timelines and team members assigned to projects. No other tool gave us this high-level view. It brought our stress level down.”
“Meisterplan simplified our resource management. Great too to streamline your complete resource management which will save you lots of planning hours and avoid misunderstandings. You always see the current allocation of your resources and with simple drag-and-drop you move projects and recognize the changes for your resources and financials.”
“Meisterplan helps us deliver our projects on time, within the agreed budget, and in top quality.”
“With Meisterplan we were productive in just a few hours without extensive training. It offers the chance to use our own project management method which makes it quite simple to roll out. And it's well done for project portfolio management. Project Portfolio Management and Project Management Processes become simple and fast.”
“With Meisterplan, our resource utilization is more transparent. Due to the seamless integration into our existing processes, we can increase the satisfaction of both our customers and employees.”
“Meisterplan is critical to the management of our project portfolio.”
“Meisterplan is now a key element of our portfolio planning. It helps us to make sure that our portfolio is realistic and that we create plans that really work.”
“Everyday is a Meisterplan Day. Thanks to the simplicity of the product and its excellent usability the Project Portfolio Process PPM was holistically optimized and strategic decisions for projects ensured. Eager to further enhance maturity of PPM with future releases of the product.”
“I believe in the solution and see how it can benefit any company that manages multiple projects simultaneously. Which I think is just about EVERY company!”
“State of the art resource planning. We manage more than 100 projects and change requests every year. Meisterplan helps us maximize our resources and keep track of our projects. The operation is simple, so no training is required for the application. For me, Meisterplan is the best resource planning tool currently available.”
“Meisterplan opened our eyes to resource bottlenecks and new portfolio solutions.”
“With Meisterplan, we can always see what exactly the impact of doing any project is – and it´s really simple to use.”
“Meisterplan is an excellent Resource Management tool. The visual interface makes the software intuitive to understand and use. I have found few other tools that can match its capabilities. Definitely love the scenario comparison function. It's pretty easy to get up and running, but you can get more complex as you get more comfortable.”
“I give Meisterplan an A+ for the experience of modifying the project timeline and resourcing. Consider this model if you’ve struggled to forecast resource capacity using spreadsheets or large commercial tools.”