

Integrate Upsales with MeisterTask
Send information between Upsales and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new task in MeisterTask when a new order is created in Upsales
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in MeisterTask each time a new order is made in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in the selected section in MeisterTask.


Create a new task in MeisterTask when a new order is created in Upsales
Upsales + MeisterTask

Build your own integrations between Upsales and MeisterTask
Connect Upsales 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 Upsales and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Opportunity created
Triggers when a new opportunity is created

Order placed
Triggers when a new order is placed

User created
Triggers when a new user is created

Appointment created
Triggers when a new appointment is created

Activity created
Triggers when a new activity is created

Company created
Triggers when a new company is created

Product created
Triggers when a new product is created

Event created
Triggers when a new event is created

Contact created
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 company
Creates a new company

Create contact
Creates a new contact

Create appointment
Creates a new appointment

Create order
Creates a new order

Create activity
Creates a new activity

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 Upsales?
Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.
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.
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >