Integrate Syncro with MeisterTask

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

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Create a new task in MeisterTask when a new order is created in Syncro

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in MeisterTask whenever an order is created in Syncro.

How it works
  1. The flow triggers when a new purchase order is created in Syncro.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
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Create a new task in MeisterTask when a new order is created in Syncro

Syncro + MeisterTask

Build your own integrations between Syncro and MeisterTask

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Supported triggers and actions

Integrate Syncro and MeisterTask using the below triggers and actions

All Triggers - A trigger kickstarts the flow

RMM alert created

Triggers when a new RMM alert is created

Lead added

Triggers when a new lead is added

Item added

Triggers when a new item is added

Payment created

Triggers when a new payment is created

Invoice added

Triggers when a new invoice is added

Purchase order created

Triggers when a new purchase order is created

Product added

Triggers when a new product is added

Appointment added

Triggers when a new appointment is added

Vendor added

Triggers when a new vendor is added

Customer added

Triggers when a new customer is added

Ticket added

Triggers when a new ticket is added

Contact added

Triggers when a new contact is added

Contract added

Triggers when a new contract is added

Asset created

Triggers when a new asset 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 contact

Creates a new contact

Create vendor

Creates a vendor

Create customer

Creates a new customer

Create ticket

Creates a ticket

Create appointment

Creates a new appointment

Create payment

Creates a new payment

Create invoice

Creates a new invoice

Create contract

Creates a new contract

Create lead

Creates a new lead

Create product

Creates a new product

Create task

Creates a new task in the selected section

Fetch person

Fetches a person by their unique ID

What is Syncro?

Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.

CRM Helpdesk ITSM

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Technical Engineer, Master Liveaboards

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