Connect MeisterTask and M1 Finance 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!
- Request a new Action for M1 Finance
Enable Integrations or automations with these events of MeisterTask and M1 Finance
Enable Integrations or automations with these events of MeisterTask and M1 Finance
Triggers
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.
Actions
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 Project
Creates a Project.
Find or Create Label
Find or Create Label.
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Frequently Asked Questions
To start, connect both your MeisterTask and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in MeisterTask triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how MeisterTask data is recorded in M1 Finance. This includes choosing which data fields go into which fields of M1 Finance, setting up custom formats, and filtering out unwanted information.
The data sync between MeisterTask and M1 Finance 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 M1 Finance. 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 M1 Finance
M1 Finance is a comprehensive financial platform that combines investing, borrowing, and spending in one place. It offers users the ability to create custom investment portfolios, access low-cost borrowing, and manage their finances with ease. With its intuitive interface and automated features, M1 Finance empowers individuals to take control of their financial future.
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