Meisterplan + Smartsheet

Create new projects in Meisterplan from updated rows in Smartsheet

Keep your projects updated and organized effortlessly with this Smartsheet-Meisterplan workflow. When changes are made in a row in Smartsheet, this automation will create a corresponding project in Meisterplan. Save time, reduce manual data entry, and ensure that your project information always stays current and consistent across both platforms.

When this happens...
Updated Row
Triggers when a row is updated.
TriggerScheduled
automatically do this!
Create Project
Adds a new project to Meisterplan.
ActionWrite

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Supported triggers and actions

What does this mean?

- Choose a SheetRequired
Trigger
Scheduled
Try It
- Choose a SheetRequired
Trigger
Scheduled
Try It
- Workspace NameRequired
Action
Write
- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
Action
Write
- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
Action
Write

- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
Action
Write
- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write

- Choose a SheetRequired
- Row IDRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row
Find a row in a specified sheet using a query.
Action
Write
- ScenarioRequired
- ProjectRequired
- Tool KeyRequired
- External View URL
Action
Write
- Resource Key
- Last NameRequired
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Write
- ResourceRequired
- StartRequired
- FinishRequired
- CapacityRequired
Action
Write
- ScenarioRequired
- ProjectRequired
- Resource/RoleRequired
- Resource TypeRequired
- Booking DateRequired
- Allocation (hours)Required
- Booking ModeRequired
- Cost Type
- Cost Per Hour
Action
Write
- ScenarioRequired
- ProjectRequired
Action
Write
- ResourceRequired
- Start DateRequired
- Finish DateRequired
- DurationRequired
Action
Write
- ScenarioRequired
- NameRequired
Action
Search
- NameRequired
Action
Search
- Resource KeyRequired
Action
Search
- ScenarioRequired
- ProjectRequired
- Task KeyRequired
Action
Search
- EmailRequired
- Resource Key
- Last NameRequired
- First Name
- Resource Manager ID
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Search or write
- ScenarioRequired
- Project KeyRequired
Action
Search or write
- ScenarioRequired
- ProjectRequired
- Task KeyRequired
- NameRequired
- StatusRequired
- External View URL
- Rank
- Start Date
- Due Date
- Remaining Effort in Hours
- Completed Effort in Hours
- Assigned Resource/Role
- Assigned Resource Type
Action
Search or write

- Choose a SheetRequired
Trigger
Scheduled
Try It
- Choose a SheetRequired
Trigger
Scheduled
Try It
- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
- Add Row to Top or Bottom
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Activity on Project
Triggers when there are activities on a specific project in your Meisterplan system.
Trigger
Instant
Try It
- ScenarioRequired
Action
Write
- NameRequired
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Write
- ScenarioRequired
- ProjectRequired
- Task KeyRequired
- NameRequired
- StatusRequired
- External View URL
- Rank
- Start Date
- Due Date
- Remaining Effort in Hours
- Completed Effort in Hours
- Assigned Resource/Role
- Assigned Resource Type
Action
Write
- ScenarioRequired
- ProjectRequired
- Resource/RoleRequired
- Resource TypeRequired
- StartRequired
- FinishRequired
- Allocation UnitRequired
- AllocationRequired
Action
Write
- ResourceRequired
- Resource Key
- Name
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Write
- RoleRequired
- Name
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Write
- EmailRequired
Action
Search
- ScenarioRequired
- Project KeyRequired
Action
Search
- NameRequired
Action
Search
- ScenarioRequired
- NameRequired
Action
Search or write
- NameRequired
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Search or write
- Resource KeyRequired
- Last NameRequired
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Search or write

About Meisterplan

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

Related categories

Project Management

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Related categories

Spreadsheets

Meisterplan + Smartsheet

Create new projects in Meisterplan from updated rows in Smartsheet

Updated Row

New Comment

Create Workspace

Add Discussion to Row

Copy Folder

Copy Workspace

New Sheet From Existing Sheet

New Row Update

Send Sheet

Share Workspace

Find sheet Row

Create or Update a Project's Tool Link

Create Resource

Create or Update Part-Time Working Model

Create or Update Actual Time Worked

Update Project

Create or Update Resource Absence

Find Project by Name

Find Role by Name

Find Resource by Key

Find Task by Key

Find or Create Resource

Find Or Create Project by Key

Find or Create Task

New Attachment

New Row

Add Attachment to Row

Add Row to Sheet

Copy Row

Move Row

New Sheet From Template

Send Row

Share Sheet

API Request (Beta)

New Activity on Project

Create Project

Create Role

Create or Update Tasks of a Project's Tool Link

Create or Update Allocation

Update Resource

Update Role

Find Resource by Email

Find Project by Key

Find a Resource or Role

Find or Create Project

Find or Create Role

Find Or Create Resource by Key

About Meisterplan

Related categories

About Smartsheet

Related categories

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