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Automate tasks across Meisterplan with Salesforce

We work with you to understand your business processes, and automate all work between Meisterplan and Salesforce.

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Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Meisterplan and Salesforce.

Create Meisterplan projects from new records in SalesforceGet Started
Send a Salesforce notification when Meisterplan receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in Meisterplan.Get Started

Every action you need

Your company can interact with Meisterplan and Salesforce using our 62 actions.
Can’t find what you need? Let us know.

Create Or Update AllocationCreateCreates or updates project allocations in Meisterplan.
Delete AllocationDeleteDeletes an existing project allocation from Meisterplan.
Delete MilestoneDeleteDeletes an existing milestone from Meisterplan.
Get AllocationReadRetrieves a project allocation from Meisterplan.
List AllocationsReadRetrieves a list of project allocations from Meisterplan.
Update AllocationUpdateUpdates an existing project allocation in Meisterplan.
Update MilestoneUpdateUpdates an existing milestone in Meisterplan.
List CalendarsReadRetrieves a list of calendars from Meisterplan.
Create MilestoneCreateCreates a new milestone in Meisterplan.
Get MilestoneReadRetrieves a milestone from Meisterplan.
List MilestonesReadRetrieves a list of milestones from Meisterplan.
List PortfoliosReadRetrieves a list of portfolios from Meisterplan.
Create ProgramCreateCreates a new program in Meisterplan.
Delete ProgramDeleteDeletes an existing program from Meisterplan.
Get ProgramReadRetrieves a program from Meisterplan.

Frequently Asked Questions

Common questions about working with MindCloud on your Meisterplan and Salesforce integration.

Apps are the systems your business runs on, like Meisterplan and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.