Integrate Salesflare with MeisterTask
Send information between Salesflare and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in MeisterTask whenever a new task is initiated in Salesflare
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in MeisterTask each time a new task is created in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in the selected section in MeisterTask.
Set up a new task in MeisterTask whenever a new task is initiated in Salesflare
Salesflare + MeisterTask
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Supported triggers and actions
Integrate Salesflare and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New opportunity
Triggers when a new opportunity is created
New account
Triggers when a new account is created
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
New task in project
Triggers when a new task is created in the selected project
New project
Triggers when a new project is created
New task
Triggers when a new task is created
Task completed
Triggers when a task is completed
New section
Triggers when a new section is created
New task in section
Triggers when a new task is added in the selected section
New person
Triggers when a new person is added to a project
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create account
Creates a new account
Create call
Creates a new call
Create task
Creates a new task
Create meeting
Creates a new meeting
Add contact to account
Adds an existing contact to the selected account
Add user to account
Adds an existing user to the selected account
Create opportunity
Creates a new opportunity
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch user
Fetches a user by ID, name, or email
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch person
Fetches a person by ID, name, or email
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Add tag to task
Creates a new tag in the selected task
Create project
Creates a new project
Create comment
Creates a new comment in a specific task
Create section
Creates a new section in the selected project
Create tag
Creates a new tag in the selected project
Create task
Creates a new task in the selected section
Update project
Updates the details of an existing project
Update section
Update section by specific section id.
Update task
Update task by specific task id.
Fetch project
Fetches the details of an existing project using project ID
Fetch task
Fetches the details of an existing task using task ID
Fetch section
Fetches the details of an existing section using section ID
Fetch person
Fetches the details of an existing person using 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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