Connect ClearCRM and MeisterTask
Integrate ClearCRM with MeisterTask to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in MeisterTask when Get recent contracts from ClearCRM
Update Task in MeisterTask when Get recent contracts from ClearCRM
Create Label in MeisterTask when Get recent contracts from ClearCRM
Create Task Label in MeisterTask when Get recent contracts from ClearCRM
Create Project in MeisterTask when Get recent contracts from ClearCRM
Popular ClearCRM + MeisterTask flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an action
MeisterTask
Automatically do this!
Create Task
Update Task
Create Label
Create Task Label
Create Project
Update Project
Create Task Checklist
Create Project Checklist
Create Section
Create Task Comment
Add Label To Task
Create Task Timeline Item
Subscribe Person To Task
Create Task in MeisterTask when Get recent contracts from ClearCRM
Use this flowUpdate Task in MeisterTask when Get recent contracts from ClearCRM
Use this flowCreate Label in MeisterTask when Get recent contracts from ClearCRM
Use this flowCreate Task Label in MeisterTask when Get recent contracts from ClearCRM
Use this flowCreate Project in MeisterTask when Get recent contracts from ClearCRM
Use this flowUpdate Project in MeisterTask when Get recent contracts from ClearCRM
Use this flowCreate Task Checklist in MeisterTask when Get recent contracts from ClearCRM
Use this flowCreate Project Checklist in MeisterTask when Get recent contracts from ClearCRM
Use this flowCreate Section in MeisterTask when Get recent contracts from ClearCRM
Use this flowCreate Task Comment in MeisterTask when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and MeisterTask.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Create Task
Creates a new task in MeisterTask.
Update Task
Updates details of an existing task in MeisterTask.
Create Label
Creates a new label in a project.
Create Task Label
Creates a new Task Label.
Create Project
Creates a new project with a name, sharing settings, and notes.
Update Project
Updates an existing project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreSimilar apps
About MeisterTask
MeisterTask is an intuitive and collaborative task management tool designed to help teams organize and manage their projects efficiently. With features like customizable project boards, time tracking, and seamless integration with other productivity tools, MeisterTask streamlines workflows and enhances team collaboration.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and MeisterTask accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and MeisterTask as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach MeisterTask. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in MeisterTask, and a separate workflow where MeisterTask triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and MeisterTask. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and MeisterTask integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
