Connect MeisterTask to JobTread

Both apps 38MeisterTask 18JobTread 20

• 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
  Assign Access

  Grants a team member access to a JobTread record such as a job, so they can see and work on it.

• Action
  Create Comment

  Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment.

• Action
  Create Customer

  Creates a new customer account in your JobTread organization.

• Action
  Create Customer Contact

  Creates a contact person on a JobTread customer account.

• Action
  Create Job

  Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields.

• Action
  Create Location

  Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer.

• Action
  Create Task

  Creates a task or to-do on a JobTread job, customer/vendor account, or organization.

• Action
  Create Vendor

  Creates a new vendor account in your JobTread organization.

• Action
  Create Vendor Contact

  Creates a contact person on a vendor account in JobTread.

• Action
  Find a Customer

  Finds customers in your JobTread organization by exact name and returns the matching customer records.

• Action
  Find a Job

  Finds jobs in your JobTread organization by job name or job number and returns the matches.

• Action
  Find a Location

  Finds JobTread locations in your organization by exact name and returns the first match plus all matches.

• Action
  Find a Membership

  Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role.

• Action
  Find a Vendor

  Finds vendors in a JobTread organization by exact name and returns the first match along with all matches.

• Action
  Import Task Template

  Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date.

• Action
  Query API

  Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover.

• Action
  Update Customer

  Updates an existing customer in JobTread, such as its name, tax status or custom field values.

• Action
  Update Location

  Updates an existing location's name, address, contact, tax settings or custom fields in JobTread.

• Action
  Update Vendor

  Updates an existing vendor in JobTread, including its name, tax settings and custom field values.

• Action
  Upload Files

  Uploads a file from a public URL into JobTread and attaches it to a job or other record.

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