Integrate LionDesk with MeisterTask

Send information between LionDesk 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 LionDesk

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in MeisterTask whenever a new task is initiated in LionDesk.

How it works
  1. The flow triggers when a new task is created in LionDesk.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
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Set up tasks in MeisterTask when new tasks are initiated in LionDesk

LionDesk + MeisterTask

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Supported triggers and actions

Integrate LionDesk and MeisterTask using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is added

New event

Triggers when a new event is created

New task

Triggers when a new task is created

New contact

Triggers when a new contact 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 event

Creates a new event

Fetch contact

Fetches an existing contact

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 LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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