Connect MeisterTask to Agendor

Both apps 36MeisterTask 18Agendor 18

• Trigger
  New Attachment

  Triggers when a new file is attached to any task in the project you pick. Returns the attachment's name, type and download link along with the task it belongs to.

• Trigger
  New Checklist Item

  Triggers when a new checklist item is added to any task in the project you pick. Returns the item's text and status along with the checklist and task it belongs to.

• Trigger
  New Comment

  Triggers when a new comment is posted on any task in the project you pick. Returns the comment text and author along with the task it was posted on.

• Trigger
  New Label

  Triggers when a new label is created in the project you pick. Returns the label's name and color.

• Trigger
  New Person

  Triggers when a new person joins your MeisterTask account. Returns their name, email address and when they were added.

• Trigger
  New Project

  Triggers when a new project is created in your MeisterTask account. Returns the project's name, notes and status.

• Trigger
  New Section

  Triggers when a new section (column) is added to the project you pick. Returns the section's name, color and work-in-progress limit.

• Trigger
  New Task

  Triggers when a new task is created in the project you pick. Returns the task's title, notes, section and assignee.

• Trigger
  New Task Label

  Triggers when a label is added to any task in the project you pick. Returns the label's name and color along with the task it was added to.

• Action
  Create Attachment

  Uploads a file and attaches it to a MeisterTask task. Returns the new attachment's ID, name and download link.

• Action
  Create Label

  Creates a new label in a MeisterTask project. Returns the label's ID, name and color.

• Action
  Create Task

  Creates a new task in a MeisterTask section. Returns the task's ID, title, section and project.

• Action
  Create Task Label

  Adds an existing project label to a MeisterTask task. Returns the link between the task and the label.

• Action
  Find Attachment

  Finds an attachment on a MeisterTask task by name. Returns whether a match was found along with the attachment's ID, name and download link.

• Action
  Find Label

  Finds a label in a MeisterTask project by name. Returns whether a match was found along with the label's ID and color.

• Action
  Find Person

  Finds a person in your MeisterTask account by email address or full name. Returns whether a match was found along with the person's ID, name and email.

• Action
  Find Task

  Finds a task in a MeisterTask project by title, optionally limited to one section. Returns whether a match was found along with the task's ID, section and assignee.

• Action
  Update Task

  Updates a MeisterTask task. Only the values you supply are changed — anything you leave blank keeps its current value.

• Action
  Add organization

  Creates a new organization (company) in Agendor, with its contact details, address, classification and custom fields.

• Action
  Add product

  Creates a new product in your Agendor product catalog.

• Action
  Create or Update Organization

  Finds an organization by exact name or CNPJ and updates it, or creates a new organization when none matches.

• Action
  Create or Update Person

  Finds a person by email or CPF and updates them, or creates a new person when no match exists. Returns the person record.

• Action
  Delete deal

  Deletes a deal from Agendor by its ID and returns the deleted deal.

• Action
  Delete organization

  Deletes an organization from Agendor.

• Action
  Delete person

  Deletes a person from Agendor by ID.

• Action
  Find Deal

  Finds deals in Agendor matching a title search and optional filters such as status, stage, owner, organization or person. Returns up to 100 matching deals with their custom fields.

• Action
  Find Person

  Finds people in Agendor matching a name, email, document number, phone or other criteria, and returns the matching people with their custom fields.

• Action
  Get organization

  Returns an Agendor organization by its ID, including contact details, address, owner, people and custom fields.

• Action
  Get person

  Returns a person from Agendor by ID, including their contact details, organization and custom fields.

• Action
  List products

  Returns all products in your Agendor account, including their custom fields.

• Action
  List tasks

  Returns tasks and activities in your Agendor account, optionally filtered by date ranges, related deal/person/organization, users, type and completion status.

• Action
  List users

  Returns the users of your Agendor account, optionally filtered by ID, name, email or active status.

• Action
  Update Deal Basic Data

  Updates an existing deal's basic data in Agendor, such as its title, value, dates, owner, products and custom fields.

• Action
  Update Deal Stage

  Moves a deal to a different stage of its sales funnel, or into another funnel.

• Action
  Update Organization

  Updates an existing organization in Agendor, changing only the details you fill in.

• Action
  Update Person

  Updates an existing person in Agendor. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.