Integrate Bigin by Zoho CRM with MeisterTask
Send information between Bigin by Zoho CRM and MeisterTask automatically, without writing any code, using Zoho Flow.
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Create tasks in MeisterTask as tasks are initiated in Bigin by Zoho CRM
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in MeisterTask each time a new task is created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task in the selected section in MeisterTask.
Create tasks in MeisterTask as tasks are initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + MeisterTask
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Supported triggers and actions
Integrate Bigin by Zoho CRM and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event updated
Triggers when any detail of an existing event is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Note added
Triggers when a new note is added
Task created
Triggers when a new task is created
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Event created
Triggers when a new event is created
Company updated
Triggers when any detail of an existing company is updated
Contact updated
Triggers when any detail of an existing contact is updated
Task updated
Triggers when any detail of an existing task is updated
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Contact created or updated
Triggers when a new contact is created or updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Call created
Triggers when a new call is created
Contact created
Triggers when a new contact is created
Call updated
Triggers when any detail of an existing call is updated
Pipeline record created
Triggers when a new pipeline record is created
Product updated
Triggers when any detail of an existing product is updated
User added
Triggers when a new user is added
Task completed
Triggers when a task is completed
New task
Triggers when a new task is created
New section
Triggers when a new section is created
New person
Triggers when a new person is added to a project
New task in section
Triggers when a new task is added in the selected section
New project
Triggers when a new project is created
New task in project
Triggers when a new task is created in the selected project
All Actions - Actions are the automated tasks
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Remove tag from record
Removes an existing tag from the specified record
Create or update contact
Creates a new contact or updates the details of an existing contact
Add note
Adds a note to the selected module
Create call
Creates a new call
Send email
Sends an email to the specified contact
Create tag
Creates a new tag in the selected module
Create or update company
Creates a new company or updates the details of the company if it already exists
Create event
Creates a new event
Create or update product
Creates a new product or updates the details of an existing product
Add tag to record
Adds a tag to the specified record
Create user
Creates a new user
Create task
Creates a new task
Update event
Updates the details of an existing event
Update pipeline record
Updates the details of an existing pipeline record
Update user
Updates the existing user
Update call
Updates the details of an existing call
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Add product to pipeline record
Adds a product to the selected pipeline record
Update product
Updates the details of an existing product
Update company
Updates the details of an existing company
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch user
Fetches the details of an existing user by email address or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch task
Fetches the details of an existing task by name or ID
Create task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
What is Bigin by Zoho CRM?
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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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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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Technical Engineer, Master Liveaboards
