
When this happens...

Automatically do this!
Create Task
Update Task
Create Label
Create Task Label
Create Project
Update Project
Create Task Checklist
Create Project Checklist
Create Section
Create Task Comment
Add Label To Task
Create Task Timeline Item
Subscribe Person To Task
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new task is created in MeisterTask.
Runs when a task is marked as completed in MeisterTask.
Runs when a new comment is added to a task.
Runs when a new checklist item is created on a task.
Runs when a new section is created in your project.
Runs when a new attachment is added to a task.
Action is the task that follows automatically within your Nutshell integrations.
Finds an existing User by email.
Creates a new Company.
Get list of users
Get all accounts and associated data in your Nutshell instance.
Get a list of all account types in a Nutshell instance.
List all activities.

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To start, connect both your Nutshell and MeisterTask accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in MeisterTask (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in MeisterTask. This includes choosing which data fields go into which fields of MeisterTask, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and MeisterTask 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 Nutshell and MeisterTask. 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.
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn MoreMeisterTask 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.
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