Integrate Salesflare with MeisterTask
Send information between Salesflare 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 Salesflare
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in MeisterTask each time a new task is created in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- 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 Salesflare
Salesflare + MeisterTask
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Supported triggers and actions
Integrate Salesflare and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
New account
Triggers when a new account 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
Add contact to account
Adds an existing contact to the selected account
Create meeting
Creates a new meeting
Create opportunity
Creates a new opportunity
Add user to account
Adds an existing user to the selected account
Create account
Creates a new account
Create contact
Creates a new contact
Create task
Creates a new task
Create call
Creates a new call
Fetch person
Fetches a person by ID, name, or email
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch user
Fetches a user by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch opportunity
Fetches an opportunity by ID, name, or account
Create task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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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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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
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
Harnoor Abroll
Technical and Operations Head, TruAct
