Integrate Syncro with MeisterTask

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

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Create a new task in MeisterTask when a new order is created in Syncro

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in MeisterTask whenever an order is created in Syncro.

How it works
  1. The flow triggers when a new purchase order is created in Syncro.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
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Create a new task in MeisterTask when a new order is created in Syncro

Syncro + MeisterTask

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Supported triggers and actions

Integrate Syncro and MeisterTask using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Vendor added

Triggers when a new vendor is added

Purchase order created

Triggers when a new purchase order is created

Product added

Triggers when a new product is added

Payment created

Triggers when a new payment is created

Customer added

Triggers when a new customer is added

Ticket added

Triggers when a new ticket is added

Appointment added

Triggers when a new appointment is added

Lead added

Triggers when a new lead is added

Asset created

Triggers when a new asset is created

Contact added

Triggers when a new contact is added

Contract added

Triggers when a new contract is added

Invoice added

Triggers when a new invoice is added

Item added

Triggers when a new item is added

RMM alert created

Triggers when a new RMM alert 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 product

Creates a new product

Create payment

Creates a new payment

Create contract

Creates a new contract

Create appointment

Creates a new appointment

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Create ticket

Creates a ticket

Create vendor

Creates a vendor

Create lead

Creates a new lead

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 Syncro?

Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.

CRM Helpdesk ITSM

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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