--- title: "Connect MeisterTask to Easybizy - APIANT.ai" description: "When \"New Attachment\" fires in MeisterTask, your agent runs \"Add activity to customer\" in Easybizy." canonical: "https://apiant.ai/connect/meistertask-to-easybizy" --- # Connect MeisterTask to Easybizy When **New Attachment** fires in [MeisterTask](https://apiant.ai/connections/meistertask), your agent runs **Add activity to customer** in [Easybizy](https://apiant.ai/connections/easybizy). Describe the whole flow and it is built, tested on every scenario and kept running. MeisterTask **9** triggers MeisterTask **9** actions Easybizy **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want MeisterTask and Easybizy to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What MeisterTask can start in Easybizy - When **New Attachment** in MeisterTask then **Add activity to customer** in Easybizy - When **New Checklist Item** in MeisterTask then **Add catalog item** in Easybizy Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with MeisterTask and Easybizy ## Triggers and actions 9 triggers · 28 actions - 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 activity to customer** Adds an activity note to a customer in Easybizy, shown in the app like a note added there. - Action **Add appointment** Books an appointment for an existing customer from an availability option previously returned by Easybizy's availability search. Returns the booking status, any payment link, and every appointment the booking created. - Action **Add catalog item** Creates a new catalog item in Easybizy — either a service or a product — and returns the created item. - Action **Add customer** Creates a new customer in Easybizy with their contact details, tags and marketing consent. - Action **Create Lead** Creates a new lead in Easybizy, or adds the details to an existing lead with the same mobile number. Returns the lead's id. - Action **Delete customer** Deletes (deactivates) a customer in Easybizy by its id. - Action **Delete lead** Deletes (deactivates) an existing lead in Easybizy. - Action **Get catalog item** Returns one catalog item (a product or a service) by its type and id. - Action **Get customer** Returns a single Easybizy customer by id, including contact details, punchcards, loyalty points and balance. - Action **Get invoice** Returns an invoice, receipt or partial tax invoice by its type and id, including its line items, payments and customer. - Action **Get lead** Returns a single Easybizy lead by its id, including contact details, status and tags. - Action **List appointments** Returns the appointments scheduled in a date range of up to 21 days, optionally narrowed to one customer, employee, appointment or cancelled bookings. - Action **List catalog items** Returns the business's catalog items (products and services), optionally filtered by type or a search term. - Action **List customers** Returns the business's customers, optionally filtered, searched and sorted. - Action **List leads** Returns leads in your Easybizy account, optionally filtered, searched and sorted. - Action **Send WhatsApp message** Sends a free-form WhatsApp message (text, or an uploaded file) to a customer, optionally with reply buttons or a link button. Requires an open 24-hour service window with that customer. - Action **Send WhatsApp template message** Sends an approved WhatsApp template message to a customer by phone number or Easybizy customer id, creating the conversation if needed. - Action **Update customer** Updates only the fields you provide on an existing Easybizy customer. - Action **Update lead** Updates only the fields you provide on an existing Easybizy lead. ## Each app on its own - [ **MeisterTask** MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations...](https://apiant.ai/connections/meistertask) - [ **Easybizy** Easybizy is a system to manage appointments, patient records, billing and payments, automated reminders, and...](https://apiant.ai/connections/easybizy) Reviews ## What our customers say ## More from MeisterTask - [ **MeisterTask to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/meistertask-to-salesforce) - [ **MeisterTask to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/meistertask-to-slack) - [ **MeisterTask to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/meistertask-to-stripe) - [ **MeisterTask to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/meistertask-to-shopify) - [ **MeisterTask to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/meistertask-to-quickbooks-online) - [ **MeisterTask to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/meistertask-to-pipedrive) ## More into Easybizy - [ **HubSpot to Easybizy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-easybizy) - [ **Salesforce to Easybizy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-easybizy) - [ **Slack to Easybizy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-easybizy) - [ **Google Sheets to Easybizy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-easybizy) - [ **Gmail to Easybizy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-easybizy) - [ **Google Calendar to Easybizy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-easybizy) Questions ## MeisterTask and Easybizy, answered ### ### What can start an automation from MeisterTask? Any of MeisterTask's 9 triggers in the catalog, including New Attachment, New Checklist Item, New Comment and New Label. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Easybizy when something happens in MeisterTask? Any of Easybizy's 19 actions, including Create Lead, Send WhatsApp message, Send WhatsApp template message and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Easybizy to MeisterTask? Easybizy has no triggers in the catalog today, so automations start in MeisterTask. If you need the other direction, ask: your agent reads Easybizy's API documentation and adds it. ### ### Do I have to build a connector for MeisterTask or Easybizy? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use MeisterTask and Easybizy without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.