Integrate Outreach with MeisterTask

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

Explore prebuilt integration flows to get started

[esc]

Create tasks in MeisterTask as tasks are initiated in Outreach

Facilitate better time management by automating routine task scheduling. This flow will add a new task to MeisterTask every time a new task is added in Outreach.

How it works
  1. The flow triggers when a task is created or deleted in Outreach.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
+

Create tasks in MeisterTask as tasks are initiated in Outreach

Outreach + MeisterTask

Build your own integrations between Outreach and MeisterTask

Connect Outreach and MeisterTask with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Outreach and MeisterTask using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Sequence state created or deleted

Triggers when a sequence state is created or deleted

Prospect updated

Triggers when any detail of an existing prospect is updated

Sequence state updated

Triggers when the state of an existing sequence is updated

Call created or deleted

Triggers when a call is created or deleted

Task updated

Triggers when any detail of an existing task is updated

Opportunity created or deleted

Triggers when an opportunity is created or deleted

Opportunity updated

Triggers when any detail of an existing opportunity is updated

Account updated

Triggers when any detail of an existing account is updated

Sequence created or deleted

Triggers when a sequence is created or deleted

Prospect created or deleted

Triggers when a prospect is created or deleted

Sequence updated

Triggers when any detail of an existing sequence is updated

Mail updated

Triggers when any detail of an existing mail is updated

Call updated

Triggers when any detail of an existing call is updated

Mailing event

Triggers when a mail is created, delivered, bounced, opened, replied, or deleted

Account created or deleted

Triggers when an account is created or deleted

Task created or deleted

Triggers when a task is created or deleted

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 prospect to sequence

Adds a prospect to the specified sequence

Add prospect

Adds a new prospect

Log call

Logs a new call

Add recipient

Adds a new recipient

Create task

Creates a new task

Create account

Creates a new account

Create opportunity

Creates a new opportunity

Update prospect

Updates an existing prospect

Update account

Updates the details of an existing account

Fetch opportunity - By ID

Fetches the details of an existing opportunity by ID

Fetch persona - By ID

Fetches the details of an existing persona by ID

Fetch opportunity stage - By ID

Fetches the details of an existing opportunity stage by its ID

Fetch task priority - By name

Fetches the details of an existing task priority by name

Fetch call purpose - By ID

Fetches the details of an existing call purpose by ID

Fetch user - By email address

Fetches the details of an existing user by email address

Fetch prospect - By name or email

Fetches the details of an existing prospect by first name, last name, or email

Fetch call disposition - By name

Fetches the details of an existing call disposition status by name

Fetch opportunity stage - By name

Fetches the details of an existing opportunity stage by its name

Fetch persona - By name

Fetches the details of an existing persona by name

Fetch user - By ID

Fetches the details of an existing user by ID

Fetch opportunity - By name

Fetches the details of an existing opportunity by name

Fetch call purpose - By name

Fetches the details of an existing call purpose by name

Fetch prospect - By ID

Fetches the details of an existing prospect by ID

Fetch mailbox

Fetches an existing mailbox by its email address

Fetch sequence

Fetches the details of a sequence by its name

Fetch mailing

Fetches the details of an existing mailing by ID

Fetch account - By name

Fetches the details of an existing account by name

Fetch prospect stage - By ID

Fetches the details of an existing prospect stage by its ID

Fetch account - By ID

Fetches the details of an existing account by ID

Fetch task priority - By ID

Fetches the details of an existing task priority by ID

Fetch prospect stage - By name

Fetches the details of an existing prospect stage by name

Fetch call disposition - By ID

Fetches the details of an existing call disposition status by ID

Create task

Creates a new task in the selected section

Fetch person

Fetches a person by their unique ID

What is Outreach?

Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.

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

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY