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Integrate OnePageCRM with MeisterTask
Send information between OnePageCRM and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in MeisterTask for every deal won in OnePageCRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in MeisterTask for every deal successfully closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in MeisterTask.
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Create a new project in MeisterTask for every deal won in OnePageCRM
OnePageCRM + MeisterTask
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Build your own integrations between OnePageCRM and MeisterTask
Connect OnePageCRM 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 OnePageCRM and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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New pending deal
Triggers when there is a new pending deal
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New action
Triggers when a new action is created
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Deal won
Triggers when a deal is won
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Task completed
Triggers when a task is completed
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New task
Triggers when a new task is created
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New section
Triggers when a new section is created
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New person
Triggers when a new person is added to a project
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New task in section
Triggers when a new task is added in the selected section
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New project
Triggers when a new project is created
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New task in project
Triggers when a new task is created in the selected project
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create note
Creates a new note for the specified contact
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Fetch contact
Fetches the details of an existing contact
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Create task
Creates a new task in the selected section
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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.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >