Revamp CRM + MeisterTask Integrations

How to connect Revamp CRM + MeisterTask

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Popular Revamp CRM + MeisterTask 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?

Person Matching Filter
Triggers when matching people with this criteria.
Trigger
Scheduled
Deal Matching Filter
Triggers when matching deals with this criteria.
Trigger
Scheduled
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
New Task
Triggers when a new task is created.
Trigger
Scheduled

Organization Matching Filter
Triggers when matching organizations with this criteria.
Trigger
Scheduled
Task Matching Filter
Triggers when matching tasks with this criteria.
Trigger
Scheduled

Create Person
Creates a new person.
Action
Write

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.