MeisterTask + SharpSpring Integrations
How to connect MeisterTask + SharpSpring
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Popular MeisterTask + SharpSpring workflows
Create MeisterTask tasks for new SharpSpring leads
Create MeisterTask tasks for new SharpSpring leadsCreate MeisterTask tasks when new SharpSpring forms are submitted
Create MeisterTask tasks when new SharpSpring forms are submitted
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New AttachmentTriggers when an attachment is created.Trigger- New Checklist ItemTriggers when a new checklist item is added to a task.Trigger
- New PersonTriggers when a new person is added to a project.Trigger
- New ProjectTriggers when a new project is created.Trigger
- New SectionTriggers when a new section is created.Trigger
- New LabelTriggers when a label is created.Trigger
- New CommentTriggers when a new comment is created on a task.Trigger
- New TaskTriggers when a Task is created or changed.Trigger
- 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
- SharpSpring
A new Account is created in SharpSpring.
Scheduled
Trigger
- SharpSpring
When a lead opens an email in SharpSpring.
Scheduled
Trigger
- SharpSpring
When a lead fills out a form in SharpSpring.
Scheduled
Trigger
- SharpSpring
When a lead has been created in sharpspring.
Scheduled
Trigger
- SharpSpring
A new Opportunity is created in SharpSpring.
Scheduled
Trigger
- SharpSpring
When a lead visits a new page in SharpSpring.
Scheduled
Trigger
- SharpSpring
Create an Account in SharpSpring.
Scheduled
Action
- SharpSpring
Create a new Campaign in SharpSpring.
Scheduled
Action
- SharpSpring
Create a Lead in SharpSpring or update by email address.
Scheduled
Action
- SharpSpring
Scheduled
Action
How MeisterTask + SharpSpring Integrations Work
- Step 1: Authenticate MeisterTask and SharpSpring.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.
MeisterTask Tutorials
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