CentralStationCRM + MeisterTask

CentralStationCRM + MeisterTask integrations

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.

When this happens...
New DealTriggers when a new deal is created.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with CentralStationCRM and MeisterTask

Discover other triggers and actions you can use with CentralStationCRM and MeisterTask

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Name
  Required
- Value
  Required
- Value Type
  Required
- Value Count
  Required
- Target Date
  Required
- Current State
  Required
- Responsible user (ID)
- List of tags
Action
Write
- Find Record by Email
  Required
Action
Search
New Attachment
Triggers when an attachment is created.
Trigger
Instant
Try It
- Project
  Required
Trigger
Polling
Try It

- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Task
  Required
Trigger
Polling
Try It

New Task Label
Triggers when a Task label is created.
Trigger
Instant
Try It
- Name
  Required
- Color
  Required
Action
Write
Create Task Label
Creates a new task label.
Action
Write
- Text
Action
Search
- Name
Action
Search
- Text
- Task
  Required
- File
  Required
- Filename
  Required
Action
Search or write
- Text
- Status
- Task Name
  Required
- Task Notes
- Due Date
Action
Search or write

New Person
Triggers when a new Person is created.
Trigger
Instant
Try It
- Last name
  Required
- First name
- Title
- Gender
- Background
- Responsible user (ID)
- E-mail address (office)
- Phone number (office)
- List of tags
Action
Write
- Find Record by Email
  Required
- Last name
  Required
- First name
- Title
- Gender
- Background
- Responsible user (ID)
- E-mail address (office)
- Phone number (office)
- List of tags
Action
Search or write
New Checklist Item
Triggers when a new checklist item is added to a task.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Label
Triggers when a label is created.
Trigger
Instant
Try It
- Trigger On Updated Tasks Instead of New Tasks?
Trigger
Polling
Try It
- Task
  Required
- File
  Required
- Filename
  Required
Action
Write
- Task Name
  Required
- Task Notes
- Due Date
Action
Write
- Task ID
  Required
- Task Name
- Task Notes
- Due Date
Action
Write
- Person Id
  Required
Action
Search
- Text
- Status
Action
Search
- Name
  Required
- Color
  Required
Action
Search or write

About CentralStationCRM

CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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