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Integrate Upsales with MeisterTask
Send information between Upsales and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new task in MeisterTask when a new order is created in Upsales
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in MeisterTask each time a new order is made in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in the selected section in MeisterTask.
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Create a new task in MeisterTask when a new order is created in Upsales
Upsales + MeisterTask
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Build your own integrations between Upsales and MeisterTask
Connect Upsales 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 Upsales and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact created
Triggers when a new contact is created
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Appointment created
Triggers when a new appointment is created
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Opportunity created
Triggers when a new opportunity is created
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Order created
Triggers when a new order is created
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Company created
Triggers when a new company is created
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User created
Triggers when a new user is created
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Activity created
Triggers when a new activity is created
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Event created
Triggers when a new event is created
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Product created
Triggers when a new product is created
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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 activity
Creates a new activity
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Create contact
Creates a new contact
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Create order
Creates a new order
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Create company
Creates a new company
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Create product
Creates a new product
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Create appointment
Creates a new appointment
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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 Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
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.
Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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