Connect MeisterTask and Overloop.ai

Both apps 37MeisterTask 18Overloop.ai 19

• 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.

• Trigger
  List Created

  Triggers when a new list is created in Overloop.ai.

• Trigger
  New Exclusion List Item

  Triggers when a new email address or domain is added to your Overloop exclusion list.

• Action
  Add list

  Creates a new prospect or organization list in Overloop.

• Action
  Add Prospect to Campaign

  Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.

• Action
  Create Organization

  Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.

• Action
  Create Prospect

  Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.

• Action
  Delete list

  Permanently deletes a list in Overloop. Prospects that were in the list are kept.

• Action
  Delete organization

  Permanently deletes an organization in Overloop.ai. This cannot be undone.

• Action
  Delete prospect

  Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.

• Action
  Enroll Prospect

  Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.

• Action
  Exclude Prospect

  Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.

• Action
  Get organization

  Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values.

• Action
  Get prospect

  Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.

• Action
  List automations

  Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.

• Action
  List users

  Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.

• Action
  Search List

  Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.

• Action
  Search Organization

  Returns the organizations in Overloop.ai that match the name, website, email or other details you specify.

• Action
  Search Prospect

  Returns the prospects that match the email, name, job title, location or engagement status you specify.

• Action
  Update list

  Renames an existing Overloop list and returns the updated list.

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