Integrate Copper CRM with MeisterTask

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

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About Copper CRM

Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.

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 Copper CRM and MeisterTask Integrations

  • Copper CRM Integration MeisterTask Integration

    Copper CRM + MeisterTask

    Create Label to MeisterTask from New Company in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    MeisterTask Integration Create Label
  • Copper CRM Integration MeisterTask Integration

    Copper CRM + MeisterTask

    Create Attachment to MeisterTask from New Company in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    MeisterTask Integration Create Attachment
  • Copper CRM Integration MeisterTask Integration

    Copper CRM + MeisterTask

    Create Task to MeisterTask from New Company in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    MeisterTask Integration Create Task
  • Copper CRM Integration MeisterTask Integration

    Copper CRM + MeisterTask

    Create Task Label to MeisterTask from New Company in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    MeisterTask Integration Create Task Label
  • Copper CRM Integration MeisterTask Integration

    Copper CRM + MeisterTask

    Update Task in MeisterTask when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    MeisterTask Integration Update Task
  • Copper CRM Integration {{item.actionAppName}} Integration

    Copper CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Person

    Triggers when a new person is created.

  • New Project

    Triggers when a new project is created.

  • New Task

    Triggers when a new task is created.

  • Updated Company

    Triggers when a existing company is updated.

  • Updated Opportunity

    Triggers when a existing opportunity is updated.

  • Updated Person

    Triggers when a existing person is updated.

  • Updated Project

    Triggers when a existing project is updated.

  • Updated Task

    Triggers when an existing task is updated.

  • 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
  • Associate to Project

    Relate an existing project to a Copper CRM object.

  • Create Activity

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

  • Create Company

    Creates a new company.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Person

    Creates a Person

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Update Company

    Creates or Updates a company based on matching criteria.

  • Create Update Opportunity

    Creates or updates an opportunity depending on matching criteria.

  • Create Update Person

    Creates or Updates person depending on match criteria.

  • Create Update Project

    Creates or Updates Project depending on match criteria.

  • Update Company

    Updates a company depending on the matching criteria.

  • Update Opportunity

    Updates an opportunity depending on the match criteria.

  • Update Person

    Updates a person depending on the match criteria.

  • Update Project

    Updates a project depending on the match criteria.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Copper CRM & MeisterTask Integrations Work

  1. Step 1: Choose Copper CRM 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 Copper CRM to MeisterTask.

    (2 minutes)

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