Zoho Books + MeisterTask Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and MeisterTask
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Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
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 IntegrationsBest ways to Integrate Zoho Books + MeisterTask
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When this happens...
New Item
Then do this...
Create Label
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Zoho Books + MeisterTask
Create Attachment to MeisterTask from New Item in Zoho Books Read More...When this happens...
New Item
Then do this...
Create Attachment
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When this happens...
New Item
Then do this...
Create Task
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Zoho Books + MeisterTask
Create Task Label to MeisterTask from New Item in Zoho Books Read More...When this happens...
New Item
Then do this...
Create Task Label
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Zoho Books + MeisterTask
Update Task in MeisterTask when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Update Task
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + MeisterTask without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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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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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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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.
How Zoho Books & MeisterTask Integrations Work
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Step 1: Choose Zoho Books 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 MeisterTask 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 Zoho Books to MeisterTask.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Books and MeisterTask
Zoho Books
Zoho Books is an accounting software that can be used by small to medium-sized businesses to manage finances. It provides accounting services for cash flow, invoicing, payrpl, and customer management. The system also has a payrpl feature where the employer can speed up payrpl submissions and bills payrpl in a day.
MeisterTask
MeisterTask is a project management software that helps you organize and manage your projects. You can assign tasks to team members and track their progress. The system also allows you to set reminders and time limits to ensure that each task is completed on time.
Integration of Zoho Books and MeisterTask
Integration of Zoho Books and MeisterTask provides the fplowing benefits:
· Reducing the number of accounts by managing all of them in one cloud-based software
· Streamlining user experience by using a single login for both the software
· Saving cost on enterprise software licenses by using one software for two purposes
· Being able to access the data from anywhere as long as there is Internet connection
· Having a backup in case of data loss or damage caused by hardware failure
· Being able to take advantage of the features available for both software such as the reminder function in MeisterTask that prompts users to complete tasks within a certain time frame or the reporting features in Zoho Books that allow users to monitor their business’s income, expenses, and profit
The process to integrate Zoho Books 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.
