Integrate Onpipeline with MeisterTask

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

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Create a project within MeisterTask for every accomplished deal in Onpipeline

Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in MeisterTask for every deal won in your Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new project in MeisterTask.
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Create a project within MeisterTask for every accomplished deal in Onpipeline

Onpipeline + MeisterTask

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Supported triggers and actions

Integrate Onpipeline and MeisterTask using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event updated

Triggers when a calendar event is updated

Deal updated

Triggers when an existing deal is updated

Person added

Triggers when a new contact person is added

Deal updated as won

Triggers when a deal is updated as won

Deal created

Triggers when a new deal is created

Organization created

Triggers when a new organization is created

Event created

Triggers when a new calendar event is created

New section

Triggers when a new section is created

New task in project

Triggers when a new task is created in the selected project

New project

Triggers when a new project is created

New task in section

Triggers when a new task is added in the selected section

New person

Triggers when a new person is added to a project

Task completed

Triggers when a task is completed

New task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Add organization

Adds a new organization

Create deal

Creates a new deal

Add lead

Creates a new lead

Add person

Adds a new contact person

Update organization

Updates the details of an existing organization

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing contact person

Fetch organization

Fetches the details of an existing organisation by name

Fetch person

Fetches the details of an existing person by full name

Create task

Creates a new task in the selected section

Fetch person

Fetches a person by their unique ID

What is Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

CRM

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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Head of Operations, AAA Band Rentals

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