Integrate Agile CRM with MeisterTask
Send information between Agile CRM and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in MeisterTask as tasks are initiated in Agile CRM
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 Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in the selected section in MeisterTask.
Create tasks in MeisterTask as tasks are initiated in Agile CRM
Agile CRM + MeisterTask
Build your own integrations between Agile CRM and MeisterTask
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Supported triggers and actions
Integrate Agile CRM and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
New task
Triggers when a new task is created
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
All Actions - Actions are the automated tasks
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Deal
Creates a new deal
Create task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow acts as a connector between applications. It helped automate the document creation process, reducing manual tasks and increasing our overall efficiency.
Melanie Cope Machial
Head of Marketing and Technology, Barings Law
Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
Ferdinando Ploschberger
Business Controller & Process Transformation Manager, LMDP (La Maison des parents d’enfants handicapés)
Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, SHARC Energy
