Freshsales Suite + MeisterTask

Create tasks in MeisterTask for new contacts in Freshsales Suite

Effortlessly manage new contacts in your Freshsales Suite with this efficient workflow that automatically creates a task in MeisterTask for every new contact added. Stay on top of your sales game by ensuring all contacts are properly engaged and tracked, saving you time and boosting productivity.

When this happens...
Contact UpdatedTriggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Freshsales Suite and MeisterTask

Discover other triggers and actions you can use with Freshsales Suite and MeisterTask

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
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

- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write
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

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn moreLearn moreHelpHelp

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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

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