

Integrate Agendor with MeisterTask
Send information between Agendor and MeisterTask automatically, without writing any code, using Zoho Flow.
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Generate a new project in MeisterTask for every deal successfully closed in Agendor
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in MeisterTask for every deal won in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new project in MeisterTask.


Generate a new project in MeisterTask for every deal successfully closed in Agendor
Agendor + MeisterTask

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Supported triggers and actions
Integrate Agendor and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Deal updated
Triggers when a the details of a deal is updated

Deal created
Triggers when a new deal is created

Person created
Triggers when a new person is created

Company created
Triggers when a new company is created

Company updated
Triggers when the details of a company is updated

Person updated
Triggers when the details of a person is updated

New section
Triggers when a new section is created

New task created
Triggers when a new task is created

New task in section
Triggers when a new task is added in the selected section

New task in project
Triggers when a new task is created in the selected project

Task completed
Triggers when a task is completed

New person
Triggers when a new person is added to a project

New project
Triggers when a new project is created
All Actions - Actions are the automated tasks

Create company
Creates a new company

Create company deal
Creates a new company deal

Create person deal
Creates a person deal

Create person
Creates a person .

Update deal
Updates the basic details of the specified deal

Update company
Updates the details of the specified company

Update deal status
Updates the status of the specified deal

Update person
Updates the details of the specified person

Fetch user
Fetches the details of the specified user

Fetch person
Fetch the details of the specified person

Fetch company
Fetches the details of an existing company

Create task
Creates a new task in the selected section

Fetch person
Fetches a person by their unique ID
What is Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
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.
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