Meisterplan + Zapier

Connect All Your Favorite Tools to Meisterplan with Zapier and Minimize Your Team's Workload

Remove Roadblocks with Meisterplan + Zapier


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:


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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.

Meisterplan Zapier Integration
Create a new project with the Meisterplan Zapier integration

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.

Meisterplan Zapier Integration Project Intake
Add resources in the Meisterplan Zapier integration

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

Darrin McLaughlin

There is no other product that does what Meisterplan does in terms of portfolio management and resource management without unessential extra features. If there were another product that does what Meisterplan does, I would have found it, because I tried them all.

Darrin McLaughlin

Senior Vice President/Technology Officer | Interra Credit Union

Thomas McGee

Founding Partner | Media Hive

“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.”

Bredon Jones

Vice President - Operations | Giant Hat

“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.”

Chris H.

Owner

“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.”

Måns Björklund

Executive Producer | Important Looking Pirates

“Meisterplan helps us deliver our projects on time, within the agreed budget, and in top quality.”

Frank Goermar

Owner | Explorers

“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.”

Marcus Plach

Managing Director | Ergosign GmbH

“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.”

Phil Morris

Head of PMO | First Utility

“Meisterplan is critical to the management of our project portfolio.”

Marzio Locatelli

Head of Project Management | Trafag AG

“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.”

Thomas Wetterwald

CEO | Stadtwerk Winterthur

“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.”

Derek Walz

New Product Development Manager | Bard Manufacturing Company

“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.”

Felix Willing

CIO | Hella

“Meisterplan opened our eyes to resource bottlenecks and new portfolio solutions.”

Peter Parfitt

Head of Digital and Customer Experience | Buckinghamshire County Council

“With Meisterplan, we can always see what exactly the impact of doing any project is – and it´s really simple to use.”

Chris Davies

Manager, RD Projects | Cenduit

“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.”

Barry Cousins

Senior Director, PMO Practice | Info-Tech Research Group

“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.”

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