Connect Procore and MeisterTask to Build Intelligent Automations

Choose a Trigger

Procore

When this happens...

Choose an Action

MeisterTask

Automatically do this!

Ready to use Procore and MeisterTask automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Project Updated

Project Updated

Triggers when a project is updated.

Punch Item Updated

Punch Item Updated

Triggers when a punch list item is updated.

New Task Is Created

New Task Is Created

Runs when a new task is created in MeisterTask.

Task Is Completed

Task Is Completed

Runs when a task is marked as completed in MeisterTask.

New Comment Is Added to Task

New Comment Is Added to Task

Runs when a new comment is added to a task.

New Checklist Item Is Created

New Checklist Item Is Created

Runs when a new checklist item is created on a task.

Do thisActions

Action is the task that follows automatically within your Procore integrations.

Get Projects

Get Projects

Get list of all the projects.

Create Worker - Company

Create Worker - Company

Creates a new worker for a specific company.

Create Project

Create Project

Creates a new project. Warning: Projects are not deletable in Procore. Use caution when using this action as this cannot be reversed.

Create Company Contact

Create Company Contact

Creates a new company contact.

Create Project Cost Code List From Company List

Create Project Cost Code List From Company List

Copies all standard cost codes to project cost code list.

Create Submittal

Create Submittal

Create a new submittal in Procore for a specific project using the provided submittal details (number, title, dates, manager, and other fields).

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Frequently Asked Questions

How do I start an integration between Procore and MeisterTask?

To start, connect both your Procore and MeisterTask accounts to viaSocket. Once connected, you can set up a workflow where an event in Procore triggers actions in MeisterTask (or vice versa).

Can we customize how data from Procore is recorded in MeisterTask?

Absolutely. You can customize how Procore 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.

How often does the data sync between Procore and MeisterTask?

The data sync between Procore and MeisterTask typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Procore to MeisterTask?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Procore and MeisterTask?

Yes, you can set conditional logic to control the flow of data between Procore 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.

Procore

About Procore

Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.

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MeisterTask

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 More