Integrate Clientify with MeisterTask
Send information between Clientify and MeisterTask automatically, without writing any code, using Zoho Flow.
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Set up tasks in MeisterTask when new tasks are initiated in Clientify
Facilitate better time management by automating routine task scheduling. This flow will create a new task in MeisterTask when a new task is created in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in the selected section in MeisterTask.
Set up tasks in MeisterTask when new tasks are initiated in Clientify
Clientify + MeisterTask
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Supported triggers and actions
Integrate Clientify and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
New project
Triggers when a new project is created
New task in section
Triggers when a new task is added in the selected section
New person
Triggers when a new person is added to a project
New section
Triggers when a new section is created
New task
Triggers when a new task is created
Task completed
Triggers when a task is completed
New task in project
Triggers when a new task is created in the selected project
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create task
Creates a new task
Create deal
Creates a new deal
Fetch user
Fetches the details of an existing user using ID
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Create tag
Creates a new tag in the selected project
Create task
Creates a new task in the selected section
Create comment
Creates a new comment in a specific task
Create section
Creates a new section in the selected project
Add tag to task
Creates a new tag in the selected task
Create project
Creates a new project
Update task
Update task by specific task id.
Update project
Updates the details of an existing project
Update section
Update section by specific section id.
Fetch project
Fetches the details of an existing project using project ID
Fetch section
Fetches the details of an existing section using section ID
Fetch person
Fetches the details of an existing person using unique ID
Fetch task
Fetches the details of an existing task using task ID
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
What is MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
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CEO, OpIndia
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