MeisterTask + Apptivo Integrations
Appy Pie Connect allows you to automate multiple workflows between MeisterTask and Apptivo
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MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.
About Apptivo
Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.
Apptivo IntegrationsBest ways to Integrate MeisterTask + Apptivo
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MeisterTask + Apptivo
Add Employee in apptivo when New Project is created in MeisterTask Read More...When this happens...
New Project
Then do this...
Add Employee
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When this happens...
New Project
Then do this...
Create Lead
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MeisterTask + Apptivo
Create Opportunity to apptivo from New Project in MeisterTask Read More...When this happens...
New Project
Then do this...
Create Opportunity
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When this happens...
New Project
Then do this...
Create Case
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When this happens...
New Project
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect MeisterTask + Apptivo without coding knowledge. Start creating your own business flow.
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New Attachment
Triggers when an attachment is created.
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New Checklist Item
Triggers when a new checklist item is added to a task.
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New Comment
Triggers when a new comment is created on a task.
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New Label
Triggers when a label is created.
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New Person
Triggers when a new person is added to a project.
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New Project
Triggers when a new project is created.
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New Section
Triggers when a new section is created.
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New Task
Triggers when a Task is created or changed.
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New Task Label
Triggers when a Task label is created.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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Create Attachment
Creates a new attachment.
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Create Label
Creates a new label.
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Create Task
Creates a new task.
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Create Task Label
Creates a new task label.
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Update Task
Updates an existing task.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
How MeisterTask & Apptivo Integrations Work
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Step 1: Choose MeisterTask as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Apptivo as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from MeisterTask to Apptivo.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of MeisterTask and Apptivo
One of the biggest challenges that business owners face is the lack of time. They want to be able to focus on their company’s growth and their team members’ development, but at the same time they are dealing with all sorts of tasks that are related to the daily operations of their companies. The problem is that they are often left with multiple sputions that cannot provide them with the convenience they need. When they try to get organized, they end up using spreadsheets or working on multiple project management softwares, which leads them nowhere.
MeisterTask and Apptivo are smart tops that can help you work more efficiently. They can lead you to a higher level of productivity and allow you to save time.With MeisterTask you can simply focus on your business tasks while keeping an eye on your team’s performance. You can manage projects, create task lists, set deadlines, mark the progress of your team members, coordinate work between your team members, and much more.
Apptivo is a cloud-based accounting software that offers you an easy way to manage your company’s finances. It allows you to streamline invoicing, payments, bookkeeping, taxes, bank reconciliations, and more. With Apptivo you have everything you need in one place so you can easily keep track of everything without having to switch between different programs.
Integration of MeisterTask and Apptivo
MeisterTask allows you to integrate it with Apptivo by using Zapier. This integration will help with several tasks.
First of all, the integration will allow you to connect your MeisterTask account with Apptivo so that you can instantly send any updates in your MeisterTask account to Apptivo automatically. That means that when someone starts a task in MeisterTask, this information will be automatically transferred to Apptivo. This means that you won’t have to manually enter data into both platforms if you don’t want to do this. As soon as you complete a task in MeisterTask, Apptivo will be updated automatically so you won’t have to worry about syncing your data.
Secondly, when using this integration, you can also send all the information from Apptivo to MeisterTask when updating records in the system. This means that when you mark invoices as paid in Apptivo, the information will be transferred to MeisterTask immediately so you won’t have to enter it manually there. You can also send invoice numbers directly from Apptivo to MeisterTask so that you don’t have to enter them manually in both apps. There is no need for you to open both platforms separately and update information in each one separately. This saves a lot of time and effort.
Benefits of Integration of MeisterTask and Apptivo
This integration provides many benefits to users of both platforms. Here are some of them:
- The integration will save a lot of time because users won’t have to enter information into two platforms separately.
- It will make it easier to keep track of everything because it will reduce the number of steps needed for every task. For example, if a user needs to update information in both platforms separately today, he may forget something or add information twice if he makes a mistake once he updates data in one platform. But with the integration, there is no risk for this to happen because everything will be updated automatically in both platforms when a change is made in one platform. This means that users won’t have to worry about making mistakes while updating information in both apps because this won’t happen anymore. Therefore, they can focus on other important things while saving time and energy.
- The integration will allow users to spend less time switching between various apps because they can update information in all their apps from one place – MeisterTask app. Users can start a task in MeisterTask and then update its status in their accounting software without leaving MeisterTask app or switching between different programs or apps. With this integration, users don’t have to go back and forth between different apps like before and update information in each one separately. Instead, they can switch between different tasks and update all their information in one app – MeisterTask app.
If you want to boost your productivity and save time and energy, then the integration of these two apps is ideal for you!
The process to integrate MeisterTask and Apptivo 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.
