MeisterTask + Wealthbox CRM

Create Wealthbox CRM notes for new MeisterTask tasks

Efficiently manage your tasks and keep your CRM updated with this workflow that connects MeisterTask to Wealthbox CRM. Whenever a new task is added in MeisterTask, a note will be created in Wealthbox CRM, ensuring that your client information stays organized and up-to-date without any manual effort. Save time and enhance your productivity by streamlining your task management and CRM processes.

When this happens...
New Task
Triggers when a Task is created or changed.
TriggerScheduled
automatically do this!
Create Note
Creates a new note.
ActionWrite

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Supported triggers and actions

What does this mean?

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
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search

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
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
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 Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

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MeisterTask + Wealthbox CRM

Create Wealthbox CRM notes for new MeisterTask tasks

New Attachment

New Person

New Section

ProjectRequired

New Comment

ProjectRequired

TaskRequired

New Task Label

Create Label

NameRequired

ColorRequired

Create Task Label

Find Attachment

Text

Find Label

Name

Find or Create Attachment

Text

TaskRequired

FileRequired

FilenameRequired

Find or Create Task

Text

Status

Task NameRequired

Task Notes

Due Date

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Phone Number Type

Primary Phone Number

Phone Number

Email Type

Primary Email Address

Email Address

Street Address Type

Street Address Line 1

Street Address Line 2

City

Zip Code

State

Country

Primary Street Address

First Name

Last Name

Prefix

Middle Name

Suffix

Nickname

Job Title

Twitter Handle

Company

Background Information

Birthdate

Website URL

Primary Website

Gender

Contact Source

Marital Status

Birthplace

Maiden Name

Tags

Note

Contact Type

Assigned To

Referred By

Create Note

Related Contact

Type

ContentRequired

Tags