Integrate Teamleader with MeisterTask

Send information between Teamleader and MeisterTask automatically, without writing any code, using Zoho Flow.

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Initiate a new project in MeisterTask when a new project is established in Teamleader

Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will set up a new project in MeisterTask each time a new project is initiated in Teamleader.

How it works
  1. The flow triggers when a new project is created in Teamleader.
  2. Zoho Flow creates a new project in MeisterTask.
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Initiate a new project in MeisterTask when a new project is established in Teamleader

Teamleader + MeisterTask

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Supported triggers and actions

Integrate Teamleader and MeisterTask using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project created

Triggers when a new project is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

Invoice booked

Triggers when an invoice is booked

Deal accepted

Triggers when a deal is accepted

Deal created

Triggers when a new deal is created

Time tracking created

Triggers when a new time tracking is created

Contact added

Triggers when a new contact is added

Invoice paid

Triggers when an invoice is paid

Product created

Triggers when a new product is created

Company created

Triggers when a new company 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 deal

Creates a new deal

Create task

Creates a new task

Link contact to company

Links a contact to the specified company

Create contact

Creates a new contact

Create company

Creates a new company

Create project

Creates a new project

Update task

Updates the details of an existing task

Fetch company

Fetches a company by ID

Fetch contact

Fetches a contact by ID

Create task

Creates a new task in the selected section

Fetch person

Fetches a person by their unique ID

What is Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

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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Logic

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Custom functions

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