Integrate Outreach with MeisterTask
Send information between Outreach and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in MeisterTask as tasks are initiated in Outreach
Facilitate better time management by automating routine task scheduling. This flow will add a new task to MeisterTask every time a new task is added in Outreach.
How it works
- The flow triggers when a task is created or deleted in Outreach.
- Zoho Flow creates a new task in the selected section in MeisterTask.
Create tasks in MeisterTask as tasks are initiated in Outreach
Outreach + MeisterTask
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Supported triggers and actions
Integrate Outreach and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call updated
Triggers when any detail of an existing call is updated
Sequence state updated
Triggers when the state of an existing sequence is updated
Opportunity updated
Triggers when any detail of an existing opportunity is updated
Sequence state created or deleted
Triggers when a sequence state is created or deleted
Sequence updated
Triggers when any detail of an existing sequence is updated
Mail updated
Triggers when any detail of an existing mail is updated
Opportunity created or deleted
Triggers when an opportunity is created or deleted
Sequence created or deleted
Triggers when a sequence is created or deleted
Prospect updated
Triggers when any detail of an existing prospect is updated
Account updated
Triggers when any detail of an existing account is updated
Call created or deleted
Triggers when a call is created or deleted
Prospect created or deleted
Triggers when a prospect is created or deleted
Task updated
Triggers when any detail of an existing task is updated
Task created or deleted
Triggers when a task is created or deleted
Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted
Account created or deleted
Triggers when an account is created or deleted
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
Add prospect
Adds a new prospect
Add prospect to sequence
Adds a prospect to the specified sequence
Create account
Creates a new account
Create task
Creates a new task
Log call
Logs a new call
Add recipient
Adds a new recipient
Create opportunity
Creates a new opportunity
Update prospect
Updates an existing prospect
Update account
Updates the details of an existing account
Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID
Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
Fetch opportunity - By name
Fetches the details of an existing opportunity by name
Fetch user - By ID
Fetches the details of an existing user by ID
Fetch persona - By name
Fetches the details of an existing persona by name
Fetch sequence - By ID
Fetches the details of an existing sequence by ID
Fetch user - By email address
Fetches the details of an existing user by email address
Fetch call disposition - By name
Fetches the details of an existing call disposition status by name
Fetch task priority - By ID
Fetches the details of an existing task priority by ID
Fetch account - By ID
Fetches the details of an existing account by ID
Fetch mailing
Fetches the details of an existing mailing by ID
Fetch account - By name
Fetches the details of an existing account by name
Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
Fetch sequence
Fetches the details of a sequence by its name
Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID
Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID
Fetch mailbox
Fetches an existing mailbox by its email address
Fetch task priority - By name
Fetches the details of an existing task priority by name
Fetch call purpose - By name
Fetches the details of an existing call purpose by name
Fetch call - By ID
Fetches the details of an existing call by ID
Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
Fetch persona - By ID
Fetches the details of an existing persona by 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 Outreach?
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.
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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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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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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