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Zapier makes it easy to integrate MeisterTask with Mercury Connect - no code necessary. See how you can get setup in minutes.
Select a trigger from MeisterTask
Setup an action from Mercury Connect
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Attachment
Triggers when an attachment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task Label
Triggers when a Task label is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task NameRequired
- ColorRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Task Label
Creates a new task label.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Text
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text
- TaskRequired
- FileRequired
- FilenameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Text
- StatusRequired
- Task NameRequired
- Task Notes
- Due Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Opportunity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Opportunity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Opportunity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Virtual Branch
- Title
- EmailRequired
- First NameRequired
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Correspondence Address?
- Residence TypeRequired
- FormatRequired
- Floor Number
- Unit Number
- Building Name
- Street NumberRequired
- Street NameRequired
- Street TypeRequired
- CityRequired
- StateRequired
- PostcodeRequired
- CountryRequired
- Effective From Date
- Effective to Date
- Housing SituationRequired
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Task Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Virtual Branch
- NameRequired
- Advisor
- Admin
- Supervisor
- StatusRequired
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Expense AmountRequired
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Residence TypeRequired
- Security
- Asset ValueRequired
- Type
- Expense BalanceRequired
- Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IdRequired
- NameRequired
- Advisor
- Admin
- Supervisor
- StatusRequired
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Expense AmountRequired
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Origination Fee
- Doc Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Residence TypeRequired
- Security
- Asset ValueRequired
- Type
- Expense BalanceRequired
- Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Virtual Branch
- NameRequired
- Advisor
- Admin
- Supervisor
- StatusRequired
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Expense AmountRequired
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Residence TypeRequired
- Security
- Asset ValueRequired
- Type
- Expense BalanceRequired
- Limit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Checklist Item
Triggers when a new checklist item is added to a task.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Label
Triggers when a label is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trigger On Updated Tasks Instead of New Tasks?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- TaskRequired
- FileRequired
- FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task NameRequired
- Task Notes
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Task NameRequired
- Task Notes
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IdRequired
ActionThis is an event a Zap performs.