Connect MeisterTask and LionDesk 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!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Ready to use MeisterTask and LionDesk automations
Explore more automations built by businesses and experts
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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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 LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in MeisterTask triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how MeisterTask data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between MeisterTask and LionDesk 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 LionDesk. 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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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