Zapier

Remove Roadblocks with Meisterplan + Zapier

Organizations rely on multiple tools to help them operate, but this can also create roadblocks. With so many applications, important project data and updates are not easily communicated because these apps are not connected and cannot share information. This only way to ensure everyone stayed informed was by tediously entering data in multiple places…until now.

With the Meisterplan Zapier connector, you can ensure that important information does not fall through the cracks. Create and change projects, update project and resource data and set up triggers to automatically transfer data from Meisterplan to other tools without any duplicate effort.

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 and automatically exchange data, saving time and increasing communication and efficiency.

Users set up workflows called “zaps” that respond to what is called a trigger to create automatic updates or notifications. You can customize zaps themselves or use our pre-configured zaps.

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 ensure that changes made by you and your project teams are automatically updated in Meisterplan or in your other tools. 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 exhausting, but it doesn’t have to be. With Zapier, you can send all relevant information about new initiatives from other apps directly to your Meisterplan system.

You can decide which data fields should 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

Painlessly Add and Update Data

Keep track of employees, their schedules and actual time worked by automatically adding and updating resource data through Zapier. You can also use Zapier to add and update Actuals data to compare project plans to actual project performance.

Collaborate across Tools

Meisterplan enables webhooks to be used with the Zapier connector. Using webhooks, you can trigger automatic actions and notifications in your external tools to automate workflows.
For example, you can automatically update projects in applications like Sharepoint when a change is made in Meisterplan, or notify project managers that a project has been approved.

Meisterplan gives me an overview of our global IT project landscape. A step-by-step implementation enabled us to cope with the complexity of our project portfolio. When setting up our PMO, we oriented ourselves strongly towards Lean PPM.

François Czajkowski|Head of Global IT PMO|open_in_new

Majorel

Before implementing Meisterplan, our resource management was a game of Excel bingo: timeconsuming, cumbersome, and error prone.

Matthias Graf|Chief Project Portfolio & Resource Management|open_in_new

Flughafen München GmbH

The flow of our projects is highly dynamic, and Meisterplans' Scenario Modeling has greatly enhanced our ability to manage the swings whether upward or downward.

Steve Page|Engineering Director|open_in_new

Evonik

With Meisterplan, we are able to implement our internal strategic projects with less than 10% deviation from the planned schedule.

Tobias Spreckelmeyer|Head of Project Management Office|open_in_new

Köster GmbH

We successfully run 400 projects and 20 programs in our portfolio with Meisterplan. Although many have tried, you can’t manage that many programs and resources in Excel templates. But you can with Meisterplan.

Christopher Pearson|Head of PMO|open_in_new

Siemens Gamesa

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|open_in_new

Interra Credit Union

Meisterplan provides us with what we need for excellent strategic portfolio and resource management: All essential information on one screen to make sound decisions, and for teams to see what they need to work on and when. It is powerful yet so easy to work with, whether we apply waterfall, agile, or hybrid.

Philipp Bosshard|Director Strategic PMO

Comet Technologies

Stephan Anders, author for the Meisterplan blog

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Connect Your Favorite Tools to Meisterplan with Zapier

Remove Roadblocks with Meisterplan + Zapier

Some of our most popular Zapier Integrations include:

What Is Zapier and How Does It Work?

Create and Update Projects with Ease

Simplify the Process of Bringing in New Projects

Painlessly Add and Update Data

Collaborate across Tools

Want to Speak to an Expert?

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