Integrate Octadesk with MeisterTask

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

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Create action items in your MeisterTask for newly generated tickets in Octadesk

Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in your MeisterTask for newly generated tickets in Octadesk.

How it works
  1. The flow triggers when a new ticket is added in Octadesk.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
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Create action items in your MeisterTask for newly generated tickets in Octadesk

Octadesk + MeisterTask

Build your own integrations between Octadesk and MeisterTask

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Supported triggers and actions

Integrate Octadesk and MeisterTask using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Organization added

Triggers when a new organisation is added

Ticket added

Triggers when a new ticket is added

Customer added

Triggers when a new customer is added

Agent added

Triggers when a new agent is added

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 person

Creates a new person

Update ticket

Updates the details of an existing ticket

Create product

Creates a new product

Create ticket

Creates a new ticket

Create organization

Creates a new organization

Update organization

Updates the details of an existing organization

Update product

Updates the details of an existing product

Fetch organization

Fetches the details of an existing organization by name

Fetch requester

Fetches the details of an existing requester using email address

Fetch person

Fetches the details of an existing person using email address

Search ticket

Search for an existing ticket

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 Octadesk?

Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.

Customer Support

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.

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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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