Integrate sevDesk with MeisterTask

Send information between sevDesk and MeisterTask automatically, without writing any code, using Zoho Flow.

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Create a task in MeisterTask each time a new order is made in sevDesk

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in MeisterTask when a order is created in sevDesk.

How it works
  1. The flow triggers when a new invoice is received in sevDesk.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
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Create a task in MeisterTask each time a new order is made in sevDesk

sevDesk + MeisterTask

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Supported triggers and actions

Integrate sevDesk and MeisterTask using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Order received

Triggers when a new invoice is received

Contact added

Triggers when a new contact (person /company ) is added

Task created

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 contact

Creates a new contact

Create task

Creates a new task

Create invoice

Creates a new invoice

Create order

Creates a new order

Create voucher

Creates a new voucher

Create contact address

Creates a new contact address

Fetch country by name

Fetches a country by name

Fetch country by ID

Fetches a country by ID

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch category by ID

Fetches the details of an existing category by ID

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch cost centre by name

Fetches the details of an existing cost centre by name

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 sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

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

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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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

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.

Julien Granjean

CEO, iDAYit

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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