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MeisterTask + Customerly Integrations

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

About MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations
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.

How MeisterTask & Customerly Integrations Work

  1. Step 1: Choose MeisterTask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate MeisterTask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Customerly as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Customerly with Appy Pie Connect.

    (2 minutes)

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

Integration of MeisterTask and Customerly

MeisterTask?

MeisterTask is a cross-platform online project management software. It was launched in 2012 and is owned by the German company MeisterLabs GmbH. The product features web, tablet and smartphone app versions for organizing projects and tasks.

  • Customerly?
  • Customerly is a customer service software that helps online businesses from around the world to grow their sales and profits. It enables companies to communicate with customers on a single platform, using email, live chat, social media and support tickets.

  • Integration of MeisterTask and Customerly
  • MeisterTask integrated with Customerly enables users to add Customerly as another communication channel in MeisterTask. After adding Customerly as a new communication channel, you can see it under “communication channels” tab in MeisterTask. By clicking on Customerly tab, you can assign a task to the selected team member who will handle the issue. A team member assigned will receive a notification via email or SMS immediately and will be able to start working on the task. All information about the customer, such as name, email address, IP address, etc. will be automatically added to the task description. When you enter a support ticket into Customerly, you will be able to connect it with a particular task in your project plan. Also you will be able to send messages to your customers via any communication channel, like email, live chat or social media.

  • Benefits of Integration of MeisterTask and Customerly
  • Integration of MeisterTask and Customerly brings the fplowing benefits:

  • You can set up triggers to immediately send an email to all members of your team when a new ticket is created. This feature enables users to monitor new issues from their project management top and respond quickly to customer requests.
  • With the integration of Customerly and MeisterTask, you can manage your support tickets directly from one place, reducing duplication of efforts and improving productivity of your team members.
  • You can create task descriptions using the same template or format used in your support ticket system. This allows you to save time, especially when you need to answer repeat questions from customers.
  • 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.