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Meisterplan + Microsoft Teams + Filter by Zapier

Send Microsoft Teams channel messages for new stage gate changes in Meisterplan

Notify project managers on a Microsoft Teams channel when a project stage gate changes, e.g. from​ seeking approval to approved. This template requires the same email to be used for the project manager in Meisterplan and Teams.

Notify project managers on a Microsoft Teams channel when a project stage gate changes, e.g. from​ seeking approval to approved. This template requires the same email to be used for the project manager in Meisterplan and Teams.

  1. When this happens...
    MeisterplanMeisterplan
    New Activity on Project

    Triggers when there are activities on a specific project in your Meisterplan system.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    MeisterplanMeisterplan
    Find Resource by Key

    Finds a resource by key.

    ActionSearch
  4. then do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Meisterplan triggers, actions, and search

    New Activity on Project

    Triggers when there are activities on a specific project in your Meisterplan system.

    Trigger
    Instant
    Try It

    • 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

    • StartRequired

    • FinishRequired

    • Allocation UnitRequired

    • AllocationRequired

    Action
    Write

    • ScenarioRequired

    Action
    Write

    • NameRequired

    • Resource Manager ID

    • Cost Type

    • Cost Per Hour

    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
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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
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microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn moreHelp

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories