Integrate Insightly with MeisterTask
Send information between Insightly and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in MeisterTask whenever a new task is initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in MeisterTask each time a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected section in MeisterTask.
Set up a new task in MeisterTask whenever a new task is initiated in Insightly
Insightly + MeisterTask
Create an event in Insightly once a task is created in MeisterTask
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Insightly when a task is created in MeisterTask.
How it works
- The flow triggers when a new task is created in MeisterTask.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in MeisterTask
MeisterTask + Insightly
Create a new project in MeisterTask whenever a new project is created in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in MeisterTask whenever a new project is launched in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in MeisterTask.
Create a new project in MeisterTask whenever a new project is created in Insightly
Insightly + MeisterTask
Build your own integrations between Insightly and MeisterTask
Connect Insightly and MeisterTask with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
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 Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
Create task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
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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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
