MeisterTask integration
Intuitive online task manager for teams, personal productivity, and everything in between. Use MeisterTask from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 13 actions
- 9 triggers
- Starts with
New Task - ZoftAgent or workflow decides what happens next
- Then in MeisterTaskCreate Task
- AndCreate Label
Zoft + MeisterTask
What Zoft can do with MeisterTask.
- 01Voice agentsA phone agent can use MeisterTask actions such as Create Task and Create Label during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update MeisterTask while it talks to the customer.
- 03WorkflowsStart a workflow when “New Task” happens in MeisterTask, or use MeisterTask as any step on the canvas.
- 04AI employeesAn AI employee can find and use MeisterTask actions on its own, and ask for your approval before it sends or changes anything important.
Actions 13
Things Zoft can do in MeisterTask.
- Find TaskFinds a task by searching
- Find LabelFinds a label by searching
- Create TaskCreates a new task
- Find PersonFinds a person based on person_id
- Update TaskUpdates an existing task
- Create LabelCreates a new label
- Custom API CallMake a custom API call to a specific endpoint
- Find AttachmentFinds an attachment by searching
- Create AttachmentCreates a new attachment
- Create Task LabelCreates a new task label
Show all 13Show fewer
- Find or Create TaskFinds a task by searching, or creates one if it doesn't exist
- Find or Create LabelFinds a label by searching, or creates one if it doesn't exist
- Find or Create AttachmentFinds an attachment by searching, or creates one if it doesn't exist
Triggers 9
Events in MeisterTask that can start a workflow.
- New TaskTriggers when a task is created or changed.
- New LabelTriggers when a label is created.
- New PersonTriggers when a new person is added to a project.
- New CommentTriggers when a new comment is created on a task.
- New ProjectTriggers when a new project is created.
- New SectionTriggers when a new section is created.
- New AttachmentTriggers when an attachment is created.
- New Task LabelTriggers when a task label is created.
- New Checklist ItemTriggers when a new checklist item is added to a task.
Setup
Connect MeisterTask in three steps.
- 01ConnectChoose MeisterTask in Connections and approve access in the MeisterTask sign-in window. Zoft never sees your password.
- 02Put it to workAdd MeisterTask as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
MeisterTask on Zoft, answered.
What can Zoft do with MeisterTask?
Zoft supports 13 actions and 9 triggers for MeisterTask. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect MeisterTask to Zoft?
Choose MeisterTask in Connections and approve access in the MeisterTask sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use MeisterTask?
Yes. Once MeisterTask is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in MeisterTask without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.