Connect MeisterTask and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Is Created
Task Is Completed
New Comment Is Added to Task
New Checklist Item Is Created
New Section Is Created
New Attachment Created
New Project Created
New Task Relationship
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use MeisterTask and Apptivo CRM automations
Actions and Triggers
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 MeisterTask 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.
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Frequently Asked Questions
To start, connect both your MeisterTask and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in MeisterTask triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how MeisterTask data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between MeisterTask and Apptivo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between MeisterTask and Apptivo CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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