Integrate Insightly with MeisterTask
Send information between Insightly and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in MeisterTask whenever a new task is initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in MeisterTask each time a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected section in MeisterTask.
Set up a new task in MeisterTask whenever a new task is initiated in Insightly
Insightly + MeisterTask
Create an event in Insightly once a task is created in MeisterTask
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Insightly when a task is created in MeisterTask.
How it works
- The flow triggers when a new task is created in MeisterTask.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in MeisterTask
MeisterTask + Insightly
Create a new project in MeisterTask whenever a new project is created in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in MeisterTask whenever a new project is launched in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in MeisterTask.
Create a new project in MeisterTask whenever a new project is created in Insightly
Insightly + MeisterTask
Build your own integrations between Insightly and MeisterTask
Connect Insightly and MeisterTask with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task 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 Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
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 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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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
