Integrate LionDesk with MeisterTask

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

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Set up tasks in MeisterTask when new tasks are initiated in LionDesk

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in MeisterTask whenever a new task is initiated in LionDesk.

How it works
  1. The flow triggers when a new task is created in LionDesk.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
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Set up tasks in MeisterTask when new tasks are initiated in LionDesk

LionDesk + MeisterTask

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Supported triggers and actions

Integrate LionDesk and MeisterTask using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New task

Triggers when a new task is created

New event

Triggers when a new event is created

New user

Triggers when a new user is added

New section

Triggers when a new section is created

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 project

Triggers when a new project is created

New task in project

Triggers when a new task is created in the selected project

Task completed

Triggers when a task is completed

New task

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create event

Creates a new event

Create task

Creates a new task

Create contact

Creates a new contact

Fetch contact

Fetches 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 task

Fetches the details of an existing task using task ID

Fetch person

Fetches the details of an existing person using unique ID

Fetch section

Fetches the details of an existing section using section ID

Fetch project

Fetches the details of an existing project using project ID

What is LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

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

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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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