Integrate Insightly with MeisterTask

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

Explore prebuilt integration flows to get started

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Set up a new task in MeisterTask whenever a new task is initiated in Insightly

Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in MeisterTask each time a new task is created in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
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Set up a new task in MeisterTask whenever a new task is initiated in Insightly

Insightly + MeisterTask

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Create an event in Insightly once a task is created in MeisterTask

Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Insightly when a task is created in MeisterTask.

How it works
  1. The flow triggers when a new task is created in MeisterTask.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly once a task is created in MeisterTask

MeisterTask + Insightly

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Create a new project in MeisterTask whenever a new project is created in Insightly

Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in MeisterTask whenever a new project is launched in Insightly.

How it works
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in MeisterTask.
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Create a new project in MeisterTask whenever a new project is created in Insightly

Insightly + MeisterTask

Build your own integrations between Insightly and MeisterTask

Connect Insightly and MeisterTask with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and MeisterTask using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact 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 Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create task

Creates a new task in the selected section

Fetch person

Fetches a person by their unique ID

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

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.

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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.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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