MeisterTask + Upnify Integration

Connect MeisterTask to Upnify in 1 click

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Upnify + MeisterTask Integration

Create MeisterTask task for new Upnify client

Upnify and MeisterTask are both powerful tools that, when used correctly, can help you become more productive.

When you create a client in Upnify, do you also create a task in MeisterTask? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Upnify + MeisterTask Integration

Create MeisterTask task for new Upnify opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in MeisterTask to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Upnify? Well now there is!

With our integration between Upnify and MeisterTask, creating task in MeisterTask is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding task in MeisterTask to keep your team up-to-date.
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MeisterTask + Upnify Integration
1.
  • MeisterTask
    Task is created in MeisterTask
  • MeisterTask
    Attachment is created in MeisterTask
  • MeisterTask
    Project is created in MeisterTask
  • MeisterTask
    Comment is added in MeisterTask
  • MeisterTask
    Checklist item is created in MeisterTask
  • MeisterTask
    Tag is applied to task in MeisterTask
  • MeisterTask
    Tag is created in MeisterTask
  • MeisterTask
    Section is created in MeisterTask
  • MeisterTask
    Person is created in MeisterTask
  • Upnify
    Sale is created in Upnify Instant
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
2.
  • MeisterTask
    Create task in MeisterTask
  • MeisterTask
    Update Task in MeisterTask
  • MeisterTask
    Search task in MeisterTask
  • MeisterTask
    Search attachment in MeisterTask
  • MeisterTask
    Search Tag in MeisterTask
  • MeisterTask
    Applied tag to task in MeisterTask
  • MeisterTask
    Create tag in MeisterTask
  • MeisterTask
    Search person in MeisterTask
  • MeisterTask
    Search section in MeisterTask
  • MeisterTask
    Search project in MeisterTask
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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Integrate MeisterTask & Upnify In 1 Click
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