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Integrate MeisterTask with Customerly

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

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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.

About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best ways to Integrate MeisterTask + Customerly

  • MeisterTask Integration Customerly  Integration

    MeisterTask + Customerly

    Create or Update Lead to Customerly from New Project in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask Integration New Project
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • MeisterTask Integration Customerly  Integration

    MeisterTask + Customerly

    Create or Update User to Customerly from New Project in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask Integration New Project
     
    Then do this...
    Customerly  Integration Create or Update User
  • MeisterTask Integration Customerly  Integration

    MeisterTask + Customerly

    Add User Tag in Customerly when New Project is created in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask Integration New Project
     
    Then do this...
    Customerly  Integration Add User Tag
  • MeisterTask Integration Customerly  Integration

    MeisterTask + Customerly

    Create or Update Lead to Customerly from New Section in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask Integration New Section
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • MeisterTask Integration Customerly  Integration

    MeisterTask + Customerly

    Create or Update User to Customerly from New Section in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask Integration New Section
     
    Then do this...
    Customerly  Integration Create or Update User
  • MeisterTask Integration {{item.actionAppName}} Integration

    MeisterTask + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • 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.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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

How MeisterTask & Customerly Integrations Work

  1. Step 1: Choose MeisterTask 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 Customerly 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 MeisterTask to Customerly .

    (2 minutes)

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

Integration of MeisterTask and Customerly

  • MeisterTask and Customerly
  • MeisterTask is a web-based project management service for small businesses and freelancers. With MeisterTask you can create tasks or projects and assign them to your team members. Projects can have unlimited number of tasks, subtasks, their descriptions and completion dates. You can see amount of work completed on each task graphically. You can share your projects with team members using private links or public links available for all. Team members can access those links via web browser or mobile devices. MeisterTask does not charge any fees for creating one project or task and it is free for up to 5 users. However, if you need more than five users and more features, then you should upgrade to paid plan.

    Customerly is a web-based customer support system that allows companies to manage their clients and handle customer-related issues. With Customerly you can cplect your customers’ feedback, create tickets for specific issues or questions, assign them to a team member and track your team’s performance. Your team members cannot only take action on the tickets but also reply to your customers by email or via social media. You can also share your Customerly account with your customers so they can raise issues and communicate with your support team directly through the system. Customerly has a free plan when you sign-up and then you should pay 10$ per month for premium plan.

  • integration of MeisterTask and Customerly
  • Integration of MeisterTask and Customerly means that your team members can create tasks in MeisterTask and add them as tickets in Customerly at the same time. In other words, they both are integrated systems that are linked with each other in order to make cplaboration between your team members more efficient.

    Integration of MeisterTask and Customerly

    Integration of MeisterTask and Customerly allows you to have one integrated application for managing your projects and handling customer issues efficiently. It also makes the work of your support team easier because your support team members can manage client tickets from one dashboard. Moreover, tickets created in Customerly appear on MeisterTask dashboard too so you don’t need to login to different applications to see what needs to be done. Finally, by integrating these two applications you can use different features from each application without paying any extra fees for using them separately. For example, if you want to use chat feature from MeisterTask and the live video call feature from Customerly, then you can use them by integrating them with each other because they are linked with each other now.

    Benefits of Integration of MeisterTask and Customerly

    Benefits of integration of MeisterTask and Customerly include:

    Simplified workflow – When there are two applications (MeisterTask and Customerly), then there is a chance that users will open one app instead of another if they need to complete a specific task. For example, I sometimes open my email app instead of my calendar app when I want to set an event on my calendar because I know where I find events in my email app. In this case, if I need to create a task instead of a new event, then I might open MeisterTask app instead of my email app. By integrating these two apps I can simply add items in one place without switching between apps.

    – When there are two applications (MeisterTask and Customerly), then there is a chance that users will open one app instead of another if they need to complete a specific task. For example, I sometimes open my email app instead of my calendar app when I want to set an event on my calendar because I know where I find events in my email app. In this case, if I need to create a task instead of a new event, then I might open MeisterTask app instead of my email app. By integrating these two apps I can simply add items in one place without switching between apps. Less friction – Integration of two apps means less friction between your users because they can complete their tasks faster. In other words, friction is a force that opposes motion through the space between two objects. When two apps are not integrated, then there is a friction between two apps which slows down the process of completing tasks in these two apps separately. For example, if you want to create a task in MeisterTask app and send notifications about it in Customerly app, then there is a chance that you open both apps and create the task in MeisterTask app first and then go to Customerly app to send notifications about it which is not very efficient way of doing things because it needs some time for going back and forth between these two applications. On the other hand, if you have integrated them so that you can create tasks in MeisterTask app and send notifications about them from Customerly app at the same time (only sending notifications about tasks not creating tasks), then you don’t need to login to both apps separately which makes the whpe process less frustrating and faster. It also means that there is no risk that users will open one app instead of another when they want to complete some task because now they just need to go to one application (not two. It saves time and money too because users don’t waste time going back and forth between two apps anymore either.

    Conclusion

    In conclusion, integration of MeisterTask and Customerly makes it easier for users to manage their projects effectively because they can manage their projects from one application while they are handling client tickets from one application as well. Which means that instead of using two separate applications for these purposes (MeisterTask for managing projects and Customerly for handling customer issues), now users just need to use one application for both purposes which saves time for users as well (reduced friction. and reduces unnecessary costs as well (no need for buying separate plans for both applications.

    The process to integrate MeisterTask and Customerly 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.