MeisterTask + Planning Pod

MeisterTask + Planning Pod integrations

Create new MeisterTask tasks for each new Planning Pod invoice payment

Stay organized and on top of your business finances with this automation. When a new invoice payment comes through in Planning Pod, it will create a task in MeisterTask. This ensures that every transaction is accounted for, offering a seamless way to manage your financial records and tasks simultaneously.

When this happens...
New Invoice PaymentTriggers when a new payment is created for an invoice.
TriggerPolling
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Planning Pod and MeisterTask

Discover other triggers and actions you can use with Planning Pod and MeisterTask

New Appointment
Triggers when a new appointment is created in the calendar.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Deposit
Triggers when a new deposit is created.
Trigger
Polling
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New Invoice Payment
Triggers when a new payment is created for an invoice.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Proposal
Triggers when a new proposal has been created.
Trigger
Polling
Try It
New To-Do
Triggers when a new to-do is created in an event.
Trigger
Polling
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- Event Name (Tentative)
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Event Start Date (Tentative)
  Required
- Event End Date (Tentative)
- Event Budget (Tentative)
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
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
Try It
New Label
Triggers when a label is created.
Trigger
Instant
Try It
- Trigger On Updated Tasks Instead of New Tasks?
Trigger
Polling
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- 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

New Attendee
Triggers when a new attendee is created in an event.
Trigger
Polling
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New Contract Signature
Triggers when a contract has been signed.
Trigger
Polling
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New Form Response
Triggers when a new form response is captured.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Ticket Payment
Triggers when a new ticket payment is created.
Trigger
Polling
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New Proposal Signature
Triggers when a proposal has been signed.
Trigger
Polling
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
Write
New Attachment
Triggers when an attachment is created.
Trigger
Instant
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- Project
  Required
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
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- Project
  Required
- Task
  Required
Trigger
Polling
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New Task Label
Triggers when a Task label is created.
Trigger
Instant
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- 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 Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

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Related categories

Event Management