Integrate Teamwork CRM with MeisterTask
Send information between Teamwork CRM and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in MeisterTask for every deal successfully closed in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within MeisterTask for every accomplished deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in MeisterTask.
Generate a new project in MeisterTask for every deal successfully closed in Teamwork CRM
Teamwork CRM + MeisterTask
Build your own integrations between Teamwork CRM and MeisterTask
Connect Teamwork CRM and MeisterTask with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamwork CRM and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Company updated
Triggers when a company is updated
New person
Triggers when a new person is added to a project
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
New task
Triggers when a new task is created
New project
Triggers when a new project is created
New section
Triggers when a new section is created
Task completed
Triggers when a task is completed
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create note
Creates a new note
Create contact
Creates a new contact
Create lost reason
Creates a new lost reason
Create product
Creates a new product
Fetch product
Fetches the details of an existing product
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch contact
Fetches the details of an existing contact
Create project
Creates a new project
Add tag to task
Creates a new tag in the selected task
Create section
Creates a new section in the selected project
Create comment
Creates a new comment in a specific task
Create task
Creates a new task in the selected section
Create tag
Creates a new tag in the selected project
Update section
Update section by specific section id.
Update project
Updates the details of an existing project
Update task
Update task by specific task id.
Fetch section
Fetches the details of an existing section using section ID
Fetch task
Fetches the details of an existing task using task ID
Fetch person
Fetches the details of an existing person using unique ID
Fetch project
Fetches the details of an existing project using project ID
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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 >
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
SIGN UP TODAYChoose the app
×No App Found
