Integrate Capsule CRM with MeisterTask
Send information between Capsule CRM and MeisterTask automatically, without writing any code, using Zoho Flow.
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Create a new task in MeisterTask each time a new task is created in Capsule CRM
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in MeisterTask each time a new task is created in Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task in the selected section in MeisterTask.
Create a new task in MeisterTask each time a new task is created in Capsule CRM
Capsule CRM + MeisterTask
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Supported triggers and actions
Integrate Capsule CRM and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
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 Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Find person
Finds the details of the specified person by ID
Create task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
What is Capsule 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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Custom functions
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