
When this happens...
New Task
Task Completed
New Comment
New Checklist Item
New Section
New Attachment
New Project
New Task Relationship

Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new task is created in MeisterTask.
Triggers when a task is marked as completed in MeisterTask.
Triggers When new Comment is Created on Task.
Triggers when new Checklist item is Created on Your Task.
Triggers When new Section is Created on your Project.
Triggers When am Attachment is Created.
Action is the task that follows automatically within your MeisterTask integrations.
Creates a new task in MeisterTask.
Updates details of an existing task in MeisterTask.
Creates a new Label.
Creates a new Task Label.
Creates a Project.
Find or Create Label.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your MeisterTask and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in MeisterTask triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how MeisterTask data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.
The data sync between MeisterTask and OnePage 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 OnePage 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.
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 MoreOnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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