How to connect Revamp CRM + MeisterTask
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- Person Matching FilterTriggers when matching people with this criteria.Trigger
- Deal Matching FilterTriggers when matching deals with this criteria.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Organization Matching FilterTriggers when matching organizations with this criteria.Trigger
- Task Matching FilterTriggers when matching tasks with this criteria.Trigger
- Create PersonCreates a new person.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
- MeisterTask
Triggers when an attachment is created.
Instant
Trigger
- MeisterTask
Triggers when a new checklist item is added to a task.
Scheduled
Trigger
- MeisterTask
Triggers when a new person is added to a project.
Scheduled
Trigger
- MeisterTask
Triggers when a new project is created.
Instant
Trigger
- MeisterTask
Triggers when a new section is created.
Scheduled
Trigger
- MeisterTask
Triggers when a label is created.
Instant
Trigger
- MeisterTask
Triggers when a new comment is created on a task.
Scheduled
Trigger
- MeisterTask
Triggers when a Task is created or changed.
Scheduled
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
How Revamp CRM + MeisterTask Integrations Work
- Step 1: Authenticate Revamp CRM and MeisterTask.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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