MeisterTask + noCRM.io

MeisterTask + noCRM.io integrations

Create MeisterTask tasks for new noCRM leads

Automatically create tasks in MeisterTask from new neoCRM leads to keep your team up to date with the next steps. No more manually copying information from neoCRM to MeisterTask so your team can focus on what's important.

When this happens...
New Lead Step Changed To...Triggers when a specific step of the lead is changed. This trigger only works for Expert edition and above.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with noCRM.io and MeisterTask

Discover other triggers and actions you can use with noCRM.io and MeisterTask

- Event Name
- User
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Status Event Name
  Required
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It

- Event Name
Trigger
Instant
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- Event Name
- Status Event Name
  Required
Trigger
Instant
Try It

- Lead
  Required
- User Email
Action
Write
- Lead
  Required
- New Lead's Title
  Required
Action
Write
- Lead
  Required
- Step Name
  Required
Action
Write
- Lead
  Required
- Comment
  Required
Action
Write
- Lead
  Required
- Tag Names
  Required
Action
Write
- Lead
  Required
- Amount
  Required
- Probability (0-100)
Action
Write
- Email
  Required
- Status
- Tags
- Include unassigned leads
- Include_unassigned_explanation
Action
Search
- Email
  Required
- Status
- Tags
- Include unassigned leads
- Include_unassigned_explanation
- Title
  Required
- Description addon
- Field_explanation
- User Email
- Creation date
- Step Name
Action
Search or write
New Checklist Item
Triggers when a new checklist item is added to a task.
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Instant
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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

- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
  Required
Trigger
Instant
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- Event Name
- Step Event Name
  Required
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Prospecting list
Trigger
Instant
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- Lead
  Required
- Attachment name
  Required
- Attachment
  Required
Action
Write
- Item ID (Lead or Prospect)
  Required
- Simplified API path
  Required
Action
Write
- Unassigned_explanation
- Lead
  Required
- Status
  Required
Action
Write
- Lead
  Required
- Activity
  Required
- Comment
Action
Write
- Prospecting List
  Required
Action
Write
- Title
  Required
- Description addon
- Field_explanation
- User Email
- Tags
- Creation date
- Step Name
Action
Write
- Lead
  Required
- Estimated closing date
  Required
Action
Write
- Title
  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

About MeisterTask

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

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About noCRM.io

noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end

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