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
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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 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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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
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