Integrate MeisterTask with Jetpack CRM
Send information between MeisterTask and Jetpack CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate MeisterTask and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New project
Triggers when a new project is created
New task in project
Triggers when a new task is created in the selected project
New section
Triggers when a new section is created
Task completed
Triggers when a task is completed
New task created
Triggers when a new task 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
Contact status updated
Triggers when the status of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Company created
Triggers when a new company is created
Contact updated
Triggers when the details of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Quote created
Triggers when a new quote is created
Invoice updated
Triggers when the details of an existing invoice is updated
All Actions - Actions are the automated tasks
Create task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing contact
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.
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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.
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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.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
