MeisterTask + Samdock

Create tasks in MeisterTask for new leads or deals in Samdock

Stay on top of new opportunities with this Samdock to MeisterTask workflow. When a new lead or deal is added in Samdock, a corresponding task is created in MeisterTask. This ensures prompt follow-up of potential clients, helping you streamline your sales process efficiently. Boost your productivity by allowing this automation to manage your tasks continually.

When this happens...
New Lead / Deal
Triggers when a new lead or a new deal is created.
TriggerPolling
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

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
Polling
Try It
New Request
Triggers when a new request is created.
Trigger
Polling
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
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- TaskRequired
Trigger
Polling
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
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
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
Polling
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
Polling
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