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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?
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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