Integrate Streak with MeisterTask
Send information between Streak and MeisterTask automatically, without writing any code, using Zoho Flow.
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Set up tasks in MeisterTask when new tasks are initiated in Streak
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to MeisterTask every time a new task is added in Streak.
How it works
- The flow triggers when a new task is created in the selected pipeline in Streak.
- Zoho Flow creates a new task in the selected section in MeisterTask.
Set up tasks in MeisterTask when new tasks are initiated in Streak
Streak + MeisterTask
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Supported triggers and actions
Integrate Streak and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Stage added
Triggers when a new stage is added to the selected pipeline
Box created
Triggers when a new box is created in the selected pipeline
Contact added
Triggers when a new contact is created in the selected team
Contact updated
Triggers when the details of a contact is updated in the selected team
Pipeline created
Triggers when a new pipeline is created
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Box updated
Triggers when the properties of a box is updated in the selected pipeline
Organization created
Triggers when a new organization is created
Box pipeline changed
Triggers when a box is moved between pipelines
Task created
Triggers when a new task is created in the selected pipeline
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
Add contact to box
Adds a contact to the specified box
Create organization
Creates a new organization
Create comment
Creates a new comment
Create task
Creates a new task in the selected box
Create contact
Creates a new contact
Create new box
Creates a new box
Update task
Updates the details of an existing task
Update organization
Updates the details of an existing organization
Update box
Updates the properties of the specified box
Update contact
Updates the details of an existing contact
Fetch box
Fetches the details of the specified box
Fetch organization
Fetches the details of an existing organization by key or name
Fetch contact
Fetches the details of an existing contact by key or email
Fetch task
Fetches the details of an existing task
Create task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
What is Streak?
Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.
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.
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CEO, OpIndia
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