Integrate Kylas with MeisterTask
Send information between Kylas and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in MeisterTask for every deal successfully closed in Kylas
Initiate a project promptly following the closure of a deal. This flow will automatically create a project within MeisterTask for every accomplished deal in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new project in MeisterTask.
Generate a new project in MeisterTask for every deal successfully closed in Kylas
Kylas + MeisterTask
Create tasks in MeisterTask as tasks are initiated in Kylas
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 Kylas.
How it works
- The flow triggers when a new task is created in Kylas.
- Zoho Flow creates a new task in the selected section in MeisterTask.
Create tasks in MeisterTask as tasks are initiated in Kylas
Kylas + MeisterTask
Build your own integrations between Kylas and MeisterTask
Connect Kylas and MeisterTask with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Kylas and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created or updated
Triggers when a deal is created or updated
Lead updated
Triggers when the details of an existing lead are updated
Lead created
Triggers when a new lead is created
Deal updated
Triggers when the details of an existing deal are updated
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Task created or updated
Triggers when a task is created or updated
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Lead created or updated
Triggers when a lead is created or updated
Call logs created or updated
Triggers when a call log is created or updated
Task updated
Triggers when the details of an existing task are updated
Company updated
Triggers when the details of an existing company are updated
Contact created
Triggers when a new contact 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 task
Creates a new task
Create contact
Creates a new contact
Create product or service
Creates a new product or service
Create company
Creates a new company
Create lead
Creates a new lead
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update deal
Updates the details of an existing deal
Update lead
Updates the details of an existing lead
Update company
Updates the details of an existing company
Close lead
Close the specified lead
Update product or service
Updates the details of an existing product or service
Close deal
Closes the specified deal
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch company
Fetches the details of an existing company using ID
Fetch product or service
Fetches the details of an existing product or service using ID
Create task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
What is Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
Similar apps
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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