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Vtiger + MeisterTask Integrations

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

About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

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

Best Vtiger and MeisterTask Integrations

  • Vtiger Google Calendar

    Vtiger + Google Calendar

    Create detailed Google Calendar events for new Vtiger CRM event Read More...
    When this happens...
    Vtiger New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    Are you wasting too much time on Vtiger CRM event scheduling? When you put up this integration, it can handle everything for you. It will then be added to your Google Calendar as a new detailed event with all of the information from each new event identified in your Vtiger CRM account, ensuring that you are always on time.
    How This Vtiger CRM – Google Calendar Integration Works
    • A new event is created on Vtiger CRM
    • Appy Pie Connect creates detailed event on Google Calendar.
    What You Need
    • Vtiger CRM account
    • Google Calendar account
  • Vtiger Trello

    Vtiger + Trello

    Turn Vtiger CRM tickets into Trello cards Read More...
    When this happens...
    Vtiger New Ticket
     
    Then do this...
    Trello Create Card
    If you use Trello and Vtiger, this Appy Pie Connect integration will enable Vtiger to send new tickets to Trello as new cards. It will automatically create a new card on Trello in response to each new ticket on Vtiger CRM, bringing over all the essential information so your data is disseminated everywhere it needs to be the instant it enters the system.
    How This Vtiger CRM – Trello Integration Works
    • A new ticket is created on Vtiger CRM
    • Appy Pie Connect turn that ticket into Trello card.
    What You Need
    • Vtiger CRM account
    • Trello account
  • Vtiger Slack

    MeisterTask + Slack

    Send Slack channel messages on new MeisterTask tasks Read More...
    When this happens...
    Vtiger New Task
     
    Then do this...
    Slack Send Channel Message
    You don't have to check the status of every task every step of the way. Let Appy Pie Connect send Slack messages when MeisterTasks updates your status field. Now you have all the information you need at your fingertips--not to mention no need for constant monitoring to see if tasks are being worked or not.
    How It Works
    • A new task in MeisterTask
    • Appy Pie Connect sends a message to Slack
    What You Need
    • MeisterTask account
    • Slack account
  • Vtiger Zoho Connect

    MeisterTask + Zoho Connect

    Create tasks in Zoho Connect for new MeisterTask tasks Read More...
    When this happens...
    Vtiger New Task
     
    Then do this...
    Zoho Connect Create Task in Board
    There are many ways to create tasks in Zoho Connect for new tasks created in MeisterTask. One way is to use the Appy Pie Connect integration between MeisterTask and Zoho Connect. This integration allows you to create tasks in Zoho Connect tasks for MeisterTask tasks. Once enabled, any new Tasks assignment created in MeisterTask will trigger a new task in Zoho Connect.
    How It Works
    • You have a new task in MeisterTask
    • Appy Pie Connect create new task in MeisterTask.
    What You Need
    • MeisterTask account
    • Zoho Connect account
  • Vtiger Gmail

    MeisterTask + Gmail

    Send Gmail email for every new MeisterTask comment Read More...
    When this happens...
    Vtiger New Comment
     
    Then do this...
    Gmail Send Email
    This Connect Flow will keep you informed about critical changes to projects that you're interested in. When a new comment is added to a task in MeisterTask, this integration will allow you to send an email via Gmail each time a new remark is added.
    How This MeisterTask-Gmail Integration Works
    • You have a new task in MeisterTask
    • Appy Pie Connect sends an email via Gmail.
    Apps Involved
    • MeisterTask account
    • Gmail account
  • Vtiger Gmail

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Vtiger {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Vtiger + MeisterTask in easier way

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

    Triggers
  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • 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 Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • 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 Vtiger & MeisterTask Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Vtiger 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 Vtiger and MeisterTask

Vtiger?

Vtiger is a commercial open-source CRM (Customer Relationship Management. application. It is mainly used to manage customer’s information, e.g. contacts, projects, deals and cases. It is a popular alternative to SugarCRM. It has a full set of features of CRM applications and the ability to create extensions to meet specific business requirements. Since it is an open-source platform, Vtiger can be modified and customized as needed.

MeisterTask?

MeisterTask is an online project management system that helps you manage tasks, subtasks, time tracking, issue tracking, and more. It has many features that allow you to manage team projects more effectively. It includes a user dashboard, task lists, notifications, time tracking, etc. You can also create workgroups and share your tasks with members of your team.

Integration of Vtiger and MeisterTask

Integrating Vtiger and MeisterTask allows users on both systems to view all project information in one place. It reduces the communication cost during projects because team members can access information through one single site rather than two different ones. Therefore, they have a better understanding of the project situation. Moreover, the integration will improve the efficiency and productivity of project teams using MeisterTask and Vtiger together. Here are some features between integrations that allow them to work together:

  • Syncing tasks between MeisterTask and Vtiger
  • Sharing tasks between MeisterTask and Vtiger from users to users or team members to team members
  • Closing tasks on MeisterTask and creating cases on Vtiger automatically
  • Creating task list from cases on Vtiger and marking them as complete on MeisterTask
  • Multiplying notifications between MeisterTask and Vtiger
  • Appointing users to MeisterTask cases automatically from Vtiger cases directly or via email from OAuth login on MeisterTask
  • Adding personal notes on MeisterTask from Vtiger tasks automatically.
  • Sending emails from MeisterTask to clients via REST API or XMLRPC on MeisterTask.
  • Adding comments on task statuses from Vtiger via REST API or XMLRPC on MeisterTask.
  • Sending emails from MeisterTask to clients automatically from new issues on Vtiger via OAuth login on MeisterTask

The process to integrate Vtiger 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.