CentralStationCRM + MeisterTask
Create tasks in MeisterTask for new deals in CentralStationCRM
Keep your tasks organized and prioritize efficiently with this automation workflow between CentralStationCRM and MeisterTask. Each time a new deal is added in CentralStationCRM, a new task is instantly created in MeisterTask. This ensures you never miss a beat and stay on top of your tasks. Make the most out of your workflow by saving time and improving efficiency with this seamless integration.
Keep your tasks organized and prioritize efficiently with this automation workflow between CentralStationCRM and MeisterTask. Each time a new deal is added in CentralStationCRM, a new task is instantly created in MeisterTask. This ensures you never miss a beat and stay on top of your tasks. Make the most out of your workflow by saving time and improving efficiency with this seamless integration.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Task
Creates a new task.
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New Deal
Triggers when a new deal is created.
Try ItNameRequired
ValueRequired
Value TypeRequired
Value CountRequired
Target DateRequired
Current StateRequired
Responsible user (ID)
List of tags
New Attachment
Triggers when an attachment is created.
Try ItProjectRequired
Try It
New Person
Triggers when a new Person is created.
Try ItLast nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
New Checklist Item
Triggers when a new checklist item is added to a task.
Try ItNew Project
Triggers when a new project is created.
Try It
