Integration

Connect MeisterTask to Pipedrive

When something happens in MeisterTask, your agent does the next thing in Pipedrive. Describe it in plain language and the automation is built, tested on every branch and kept running.

MeisterTask9 triggersMeisterTask9 actionsPipedrive5 triggersPipedrive24 actions

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What do you want MeisterTask and Pipedrive to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with MeisterTask and Pipedrive

Triggers and actions 14 triggers · 33 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.
Trigger
New Activity
Triggers when a new activity is created (polling).
Trigger
New Deal
Triggers when a new deal is created (polling).
Trigger
New Organization
Triggers when a new organization is added (polling).
Trigger
New Person
Triggers when a new person (contact) is added (polling).
Trigger
New Person (with Custom Fields and Labels)
Triggered when a new person (contact) is added. Includes custom fields and labels.
Action
Create Activity
Creates a new activity (call, meeting, task, etc.).
Action
Create Deal
Adds a new deal to Pipedrive. Returns the created deal.
Action
Create Lead
Creates a new lead. Returns the created lead.
Action
Create Note
Adds a new note to a deal, person, or organization.
Action
Create Organization
Adds a new organization. Returns the created organization.
Action
Create Person
Adds a new person (contact). Returns the created person.
Action
Delete Activity
Marks an activity as deleted.
Action
Delete Deal
Marks a deal as deleted.
Action
Delete Organization
Marks an organization as deleted.
Action
Delete Person
Marks a person as deleted.
Action
Get Deal
Returns the deal with the given ID.
Action
Get Organization
Returns the organization with the given ID.
Action
Get Person
Returns the person with the given ID.
Action
Get related deals for person
Returns deals having the specified status that are related to the specified person.
Action
Get stage ID by stage name
Returns the stage id if the stage name exists.
Action
Merge organizations
Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
Action
Merge persons
Merges two person accounts. Info from the person record to discard is merged into the person record to keep.
Action
Search Deals
Searches deals by term. Returns matching deals.
Action
Search Organizations
Searches organizations by term. Returns matching organizations.
Action
Search Persons
Searches persons by term (name, email, phone). Returns matching persons.
Action
Update Activity
Updates an existing activity by ID.
Action
Update Deal
Updates an existing deal by ID.
Action
Update Organization
Updates an existing organization by ID.
Action
Update Person
Updates an existing person by ID.

Each app on its own

The other way round: Pipedrive to MeisterTask