MeisterTask + Revamp CRM Integrations

How to connect MeisterTask + Revamp CRM

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Popular MeisterTask + Revamp CRM workflows

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Send new Revamp CRM tasks to MeisterTask
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Revamp CRM + MeisterTask
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When this happens
Step 1: New Task
Then do this
Step 2: Create Task
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Send new Revamp CRM tasks to MeisterTask
Send new Revamp CRM tasks to MeisterTask
Revamp CRM + MeisterTask

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Supported triggers and actions

What does this mean?

New Attachment
Triggers when an attachment is created.
Trigger
Instant
New Checklist Item
Triggers when a new checklist item is added to a task.
Trigger
Scheduled
New Person
Triggers when a new person is added to a project.
Trigger
Scheduled
New Project
Triggers when a new project is created.
Trigger
Instant
New Section
Triggers when a new section is created.
Trigger
Scheduled

New Label
Triggers when a label is created.
Trigger
Instant
New Comment
Triggers when a new comment is created on a task.
Trigger
Scheduled

New Task
Triggers when a Task is created or changed.
Trigger
Scheduled

MeisterTask
Triggers when a Task label is created.
Instant
Trigger
MeisterTask
Creates a new attachment.
Scheduled
Action
MeisterTask
Creates a new label.
Scheduled
Action
MeisterTask
Creates a new task.
Scheduled
Action
MeisterTask
Creates a new task label.
Scheduled
Action
MeisterTask
Updates an existing task.
Scheduled
Action
MeisterTask
Finds an attachment by searching.
Scheduled
Action
MeisterTask
Find a person based on a person_id. Can be used to match a tasks assignee to a person name.
Scheduled
Action
MeisterTask
Finds a label by searching.
Scheduled
Action
MeisterTask
Finds a task by searching.
Scheduled
Action
MeisterTask
Finds an attachment by searching.
Scheduled
Action
MeisterTask
Finds a label by searching.
Scheduled
Action
MeisterTask
Finds a task by searching.
Scheduled
Action
Revamp CRM
Triggers when matching people with this criteria.
Scheduled
Trigger
Revamp CRM
Triggers when matching deals with this criteria.
Scheduled
Trigger
Revamp CRM
Triggers when a new customer is created.
Scheduled
Trigger
Revamp CRM
Triggers when a new deal is created.
Scheduled
Trigger
Revamp CRM
Triggers when a new task is created.
Scheduled
Trigger
Revamp CRM
Triggers when matching organizations with this criteria.
Scheduled
Trigger
Revamp CRM
Triggers when matching tasks with this criteria.
Scheduled
Trigger
Revamp CRM
Creates a new person.
Scheduled
Action
Revamp CRM
Creates a new Deal.
Scheduled
Action
Revamp CRM
Creates a new note.
Scheduled
Action
Revamp CRM
Creates a new organization.
Scheduled
Action
Revamp CRM
Creates a new Task.
Scheduled
Action
Revamp CRM
Finds an existing Person.
Scheduled
Action
Revamp CRM
Find an existing Deal.
Scheduled
Action
Revamp CRM
Finds an existing Organization.
Scheduled
Action

How MeisterTask + Revamp CRM Integrations Work

Step 1: Authenticate MeisterTask and Revamp CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.