Integrate MeisterTask with IT Portal

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

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Supported triggers and actions

Integrate MeisterTask and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Task completed

Triggers when a task is completed

New task

Triggers when a new task is created

Device created or updated

Triggers when a device is created or if the details of an existing device are updated

Contact created or updated

Triggers when a contact is created or if the details of an existing contact are updated

Configuration created or updated

Triggers when a configuration is created or if the details of an existing configuration are updated

Site created or updated

Triggers when a site is created or if the details of an existing site are updated

Company created or updated

Triggers when a company is created or if the details of an existing company are updated

Knowledge base article created or updated

Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated

All Actions - Actions are the automated tasks

Add tag to task

Creates a new tag in the selected task

Create section

Creates a new section in the selected project

Create comment

Creates a new comment in a specific task

Create task

Creates a new task in the selected section

Create tag

Creates a new tag in the selected project

Create project

Creates a new project

Update section

Update section by specific section id.

Update project

Updates the details of an existing project

Update task

Update task by specific task id.

Fetch task

Fetches the details of an existing task using task ID

Fetch person

Fetches the details of an existing person using unique ID

Fetch section

Fetches the details of an existing section using section ID

Fetch project

Fetches the details of an existing project using project ID

Create contact

Creates a new contact

Create company

Creates a new company

Create site

Creates a new site

Create knowledge base article

Creates a new knowledge base article

Add address

Adds a new address

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update address

Updates the details of an existing address

Fetch configuration

Fetches the details of an existing configuration

Fetch contact

Fetches the details of an existing contact

Fetch device

Fetches the details of an existing device

Fetch site

Fetches the details of an existing site

Fetch company

Fetches the details of an existing company

Fetch knowledge base article

Fetches the details of an existing knowledge base article

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.

What is IT Portal?

IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.

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.

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Sales Director, Artico

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CEO, Fabricroot

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