Connect MeisterTask and Klipfolio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Task Completed
New Comment
New Checklist Item
New Section
New Attachment
New Project
New Task Relationship
Choose an Action
Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
Ready to use MeisterTask and Klipfolio automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created in MeisterTask.
Task Completed
Triggers when a task is marked as completed in MeisterTask.
New Comment
Triggers When new Comment is Created on Task.
New Checklist Item
Triggers when new Checklist item is Created on Your Task.
New Section
Triggers When new Section is Created on your Project.
New Attachment
Triggers When am Attachment is Created.
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.
Create Task Label
Creates a new Task Label.
Create a project
Create a new project with a name, sharing setting, and notes.
Find or Create Label
Find or Create Label.
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Frequently Asked Questions
To start, connect both your MeisterTask and Klipfolio accounts to viaSocket. Once connected, you can set up a workflow where an event in MeisterTask triggers actions in Klipfolio (or vice versa).
Absolutely. You can customize how MeisterTask data is recorded in Klipfolio. This includes choosing which data fields go into which fields of Klipfolio, setting up custom formats, and filtering out unwanted information.
The data sync between MeisterTask and Klipfolio 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 Klipfolio. 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 Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
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