MeisterTask + Samdock

Create new tasks in MeisterTask when new tasks are added in Samdock

Manage your tasks efficiently with this seamless workflow that connects Samdock and MeisterTask. When a new task is created in Samdock, it initiates a process to simultaneously form a matching task in MeisterTask. This swift interaction ensures you stay organized and responsive across platforms, reducing the need for manual data entry and promoting optimal productivity.

When this happens...
New Task
Triggers when a new task is created.
TriggerScheduled
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

Deal Status Changed
Triggers when the status of a deal gets changed.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Request
Triggers when a new request is created.
Trigger
Scheduled
Try It
- Name
- Please select Pipeline
- Please select Stage
- Customer Requirement
- Estimated value (~)
- Is Archived
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write

- NameRequired
- Street
- Street Number
- Postcode
- City
- Country
- E-Mail
- Phone Number
- Fax Number
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- VAT Identification Number
- Website
- Logo
Action
Write
- First Name
- Last NameRequired
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
- Organization NameRequired
- Status
- Organization Phone Number
- Organization Website
- Organization E-Mail
- Street
- Street Nr.
- Postcode
- City
- Country
- VAT Identification Number
- Fax Number
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write

- NameRequired
- Description
- Priority
- Start Date
- Due Date
Action
Write
New Attachment
Triggers when an attachment is created.
Trigger
Instant
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- TaskRequired
Trigger
Scheduled
Try It
New Task Label
Triggers when a Task label is created.
Trigger
Instant
Try It
- NameRequired
- ColorRequired
Action
Write
Create Task Label
Creates a new task label.
Action
Write
- Text
Action
Search
- Name
Action
Search
- Text
- TaskRequired
- FileRequired
- FilenameRequired
Action
Search or write
- Text
- Status
- Task NameRequired
- Task Notes
- Due Date
Action
Search or write

- Lead/Deal SelectionRequired
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Name
- Customer Requirement
- Lead Status
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- First NameRequired
- Last NameRequired
- Salutation
- E-Mail
- Birthday
- Name Prefix
- Name Suffix
- Mobile Number
- Phone Number
- Office Number
- Home Number
- Private Number
- Fax Number
- Website
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- Street
- Street Number
- Postcode
- City
- Country
Action
Write
- Please select InboundSource
Action
Write
- Persons _idRequired
- First Name
- Last Name
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write
New Checklist Item
Triggers when a new checklist item is added to a task.
Trigger
Scheduled
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
Scheduled
Try It
- TaskRequired
- FileRequired
- FilenameRequired
Action
Write
- Task NameRequired
- Task Notes
- Due Date
Action
Write
- Task IDRequired
- Task Name
- Task Notes
- Due Date
Action
Write
- Person IdRequired
Action
Search
- Text
- Status
Action
Search
- NameRequired
- ColorRequired
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.

Learn more Help

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About Samdock

Samdock is a simple CRM system for small businesses.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

MeisterTask + Samdock

Create new tasks in MeisterTask when new tasks are added in Samdock

Deal Status Changed

New Organization

New Request

Create Deal

Name

Please select Pipeline

Please select Stage

Customer Requirement

Estimated value (~)

Is Archived

Create Mail Activity for Incoming Email

Activities will be added for:

To:

From:

CC:

BCC:

Subject:

Plain text of the email:

Html of the email:

Date of the message:

Create Organization

Street

Street Number

Postcode

City

Country

E-Mail

Phone Number

Fax Number

LinkedIn

Xing

Twitter

Facebook

Instagram

VAT Identification Number

Website

Logo

Create Contact

First Name

Last NameRequired

E-Mail

Birthday

Phone Number

Mobile Number

Street

Street Number

Postcode

City

Country

Salutation

Office Number

Private Number

Home Number

Fax Number

Website

LinkedIn

Xing

Facebook

Twitter

Instagram

Organization NameRequired

Status

Organization Phone Number

Organization Website

Organization E-Mail

Street

Street Nr.

Postcode

City

Country

VAT Identification Number

Fax Number

LinkedIn

Xing

Facebook