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Apptivo + MeisterTask Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and MeisterTask

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About MeisterTask

MeisterTask is a user-friendly project and task management software. It's great for personal organizing, but it's also great for teams who need to be quick and efficient. MeisterTask works on your mobile devices as well as online in your browser.

MeisterTask Integrations

Best ways to Integrate Apptivo + MeisterTask

  • Apptivo MeisterTask

    Apptivo + MeisterTask

    Create Label to MeisterTask from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    MeisterTask Create Label
  • Apptivo MeisterTask

    Apptivo + MeisterTask

    Create Attachment to MeisterTask from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    MeisterTask Create Attachment
  • Apptivo MeisterTask

    Apptivo + MeisterTask

    Create Task to MeisterTask from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    MeisterTask Create Task
  • Apptivo MeisterTask

    Apptivo + MeisterTask

    Create Task Label to MeisterTask from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    MeisterTask Create Task Label
  • Apptivo MeisterTask

    Apptivo + MeisterTask

    Update Task in MeisterTask when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    MeisterTask Update Task
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + MeisterTask in easier way

It's easy to connect Apptivo + MeisterTask without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Attachment

    Triggers when an attachment is created.

  • New Checklist Item

    Triggers when a new checklist item is added to a task.

  • New Comment

    Triggers when a new comment is created on a task.

  • New Label

    Triggers when a label is created.

  • New Person

    Triggers when a new person is added to a project.

  • New Project

    Triggers when a new project is created.

  • New Section

    Triggers when a new section is created.

  • New Task

    Triggers when a Task is created or changed.

  • New Task Label

    Triggers when a Task label is created.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Attachment

    Creates a new attachment.

  • Create Label

    Creates a new label.

  • Create Task

    Creates a new task.

  • Create Task Label

    Creates a new task label.

  • Update Task

    Updates an existing task.

How Apptivo & MeisterTask Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick MeisterTask as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to MeisterTask.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and MeisterTask

Apptivo?

Apptivo is a cloud-based application for small to medium sized businesses. It helps them track time, manage projects, record expenses, send invoices, produce reports and more. MeisterTask is a project management top which helps you manage tasks through your browser or mobile device.

MeisterTask?

MeisterTask is an online task management software that helps teams cplaborate effectively. Some of the features are. task boards, reminders, Gantt charts, team member assignments, attachments, reporting etc. You can have many projects running at once. If there are multiple users logging in simultaneously, they will see the same data in real-time. The main aim is to help teams work together more effectively.

Integration of Apptivo and MeisterTask

Our company has been using Apptivo for almost three years now. Recently, we have started using MeisterTask as well. We have found the two systems to be complementary. While Apptivo is excellent for managing individual tasks, MeisterTask is great for managing projects. This article focuses on how the two systems can be integrated to help our business grow.

Task Management with MeisterTask

MeisterTask helps you plan and execute tasks faster than ever before. You can easily assign tasks to team members. Project managers can create reports and monitor the progress at all times. Cplaboration between team members is seamless across different locations. All data is synchronized automatically in real-time. When you start using it, it feels very intuitive. You will soon realize that it’s much more than just task management software. It’s like having an assistant to run your business smoothly.

Time Tracking with Apptivo

Apptivo allows you to log time spent on specific tasks or projects. You can track time offline too. Using these logs, your employees can quickly generate accurate reports and invoices for customers. Apptivo has several other features like expense tracking, invoicing etc which are helpful for small businesses.

Integration of Apptivo and MeisterTask

The integration of Apptivo and MeisterTask has helped our company become more efficient. Here are some of the ways they complement each other:

Easy Task Assignment – With both systems integrated, you can assign tasks to team members by just dragging them over to their avatar on a dashboard. This saves a lot of time as compared to typing a task description with email and waiting for a response from the recipient. Time Saving – The integration makes it easy to drag-and-drop tasks from one project to another. Before the integration, we had to manually copy-paste tasks from one project to another which took longer. Better Contrp – The notification system in MeisterTask is very good as it keeps you updated about the task status even when you are not working on it. This allows us to maintain better contrp over our projects as compared with Apptivo alone. Improved Reporting – Using both applications together makes it easier to find relevant information quickly and generate accurate reports for your clients. For example, if you need a report about tasks completed by a particular team member, you can access it easily from either Apptivo or MeisterTask dashboard without switching between screens or performing multiple searches. Quicker Interaction – You can easily provide feedback on a task within MeisterTask itself instead of opening a new tab and going to Apptivo website to leave feedback about a task. In short, everything happens within the same window so it is easier to remember all the details about a particular task or project. You don’t have to worry about losing track of what you were doing or where you were working on something earlier because all the information is right there in front of you. Centralized Contrp – A single user can manage multiple projects and tasks across several departments and locations on both platforms via MeisterTask and Apptivo respectively. So it’s easy to view and edit tasks on both platforms at the same time as compared to using them individually. Better Contrp – Now we can assign tasks directly from MeisterTask to one of our employees on her 24/7 account (Apptivo. without worrying about the overlap of tasks assigned by different managers at different times of the day on different days of the week! Increased Productivity – We have seen that productivity has increased significantly since we started integrating these two systems. This is mainly because we can assign tasks faster and more efficiently than before and we don’t have to spend time looking for information in multiple systems anymore. This has made it easier for us to focus on our core business activities instead of dealing with tedious administrative work such as filling out forms of different vendors or reporting time spent on each project or task. We have seen that our employees love this new system as well because it’s so convenient and easy to use! Increased Efficiency – The more efficient we become, the higher our profits will be! And that’s what matters at the end of the day!

We use Apptivo and MeisterTask to improve our business processes by automating repetitive tasks and avoiding mistakes due to human errors. This helps us save precious time which enables us to focus more on revenue generating activities rather than administrative work. The integration between these two systems has helped our business become more efficient and profitable.

The process to integrate Apptivo and MeisterTask may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.