Connect ERP Docs and MeisterTask
Integrate ERP Docs with MeisterTask to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Templates from ERP Docs when New Task Is Created in MeisterTask
Create Document from Template in ERP Docs when New Task Is Created in MeisterTask
List Workspaces in ERP Docs when New Task Is Created in MeisterTask
List Brand Profiles from ERP Docs when New Task Is Created in MeisterTask
Create Brand Profile in ERP Docs when New Task Is Created in MeisterTask
Popular ERP Docs + MeisterTask flows
Start from a real workflow other teams are already running.
Choose a trigger
ERP Docs
When this happens...
- Request a new Trigger for ERP Docs
Choose an action
MeisterTask
Automatically do this!
Create Task
Update Task
Create Label
Create Task Label
Create Project
List All Projects
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
List Templates from ERP Docs when New Task Is Created in MeisterTask
Use this flowCreate Document from Template in ERP Docs when New Task Is Created in MeisterTask
Use this flowList Workspaces in ERP Docs when New Task Is Created in MeisterTask
Use this flowList Brand Profiles from ERP Docs when New Task Is Created in MeisterTask
Use this flowCreate Brand Profile in ERP Docs when New Task Is Created in MeisterTask
Use this flowList Templates from ERP Docs when Task Is Completed in MeisterTask
Use this flowCreate Document from Template in ERP Docs when Task Is Completed in MeisterTask
Use this flowList Workspaces in ERP Docs when Task Is Completed in MeisterTask
Use this flowList Brand Profiles from ERP Docs when Task Is Completed in MeisterTask
Use this flowCreate Brand Profile in ERP Docs when Task Is Completed in MeisterTask
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and MeisterTask.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when a new task is created in MeisterTask.
Task Is Completed
Runs when a task is marked as completed in MeisterTask.
New Comment Is Added to Task
Runs when a new comment is added to a task.
New Checklist Item Is Created
Runs when a new checklist item is created on a task.
New Section Is Created
Runs when a new section is created in your project.
New Attachment Created
Runs when a new attachment is added to a task.
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
List Templates
List all templates or fetch a specific template by ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
List Workspaces
List all organization workspaces for the connected account.
List Brand Profiles
List all brand profiles or fetch a specific profile by ID; indicates the default profile.
Create Brand Profile
Creates an ERP Docs brand profile with optional colors, email branding, and logo configuration.
Create Task
Creates a new task in MeisterTask.
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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AI will build it for you
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 ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
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 ERP Docs 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 ERP Docs 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 ERP Docs triggers actions in MeisterTask, and a separate workflow where MeisterTask triggers actions in ERP Docs. 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 ERP Docs and MeisterTask. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs 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.
