Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

ActiveCampaign
Trigger: Watch Accounts
MeisterTask
Action: Select an action
1. Select a trigger
  • Triggers when an account is created or updated.

  • Triggers when a given contact is associated with an automation.

  • Triggers when a new calendar feed is created/updated.

  • Triggers when a new contact is created.

  • Triggers when a deal is created.

  • Triggers when a new event is fired.

  • Triggers when a new task is assigned to a deal.

2. Select an action
  • Adds a label/tag to a task.

  • Creates a comment.

  • Creates a new label.

  • Creates a new task.

  • Creates an attachment for a task.

  • Performs an arbitrary authorized API call.

  • Updates a tag/label itself, it means that label will be changed on all tasks/projects where it was used.

  • Updates a task.

Select a trigger and an action

Create workflow (opens in a new tab)