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Odoo CRM + MeisterTask Integrations

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

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About MeisterTask

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

MeisterTask Integrations
Connect Odoo CRM + MeisterTask in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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.

How Odoo CRM & MeisterTask Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Odoo CRM and MeisterTask

Odoo is a French company founded in 1997, the main activity is providing open source enterprise resource planning software.The company has offices in Paris, Grenoble, and Moscow.They have more than 800 customers worldwide, including Boeing, Renault, Vodafone and Orange.MeisterTask is a project management software created by a German developer named Jan Ziemba.The software is available at meistertask.com.In this article I will describe the integration of Odoo CRM and MeisterTask.

Integration of Odoo CRM and MeisterTask

Integrating Odoo CRM with MeisterTask is very convenient, because there is the common API for both applications.The Odoo module allows you to create tasks within the Odoo CRM according to several criteria.You can create tasks for users or companies that they belong to, you can also create tasks for projects that they are taking part in. It is also possible to create tasks in the taskboard based on the due date.There is no need to install special plugins or add-ons. All you need is to install the Odoo CRM and MeisterTask applications and set the taskboard with the help of the API.B. Benefits of Integration of Odoo CRM and MeisterTask

It is easier to manage information when all necessary data is stored in one place. The information system becomes more efficient when it is used by multiple people.

The process to integrate Odoo CRM 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.