MeisterTask

Updated 5 years ago

MeisterTask Integration

Prerequisite

You need a Zapier account first. If you don't have an account, click here to create a Zapier account.

Introduction

In this article, we will try integrating both ClickSend and MeisterTask. So what we want to achieve here is to send an SMS to a specified group of users when a new task is created.

So, let's get started.

Instructions

Step 1:

Login to your Zapier account. And then click Make a Zap! button.

Step 2:

Let's search and select MeisterTask as our trigger app. Next, check New Task as our trigger action. Then click Save + Continue button.

Step 3:

Let's link your MeisterTask account.

Select Choose Account.

Click Connect an Account button.

Enter your Email and Password.

Then click Log In button.

Then click Save + Continue button.

Step 4:

Let finish up our trigger app setup.

Go back to your Zapier setup page.

Then click Fetch & Continue button.

Lastly the Continue button.

Step 5:

Ok, let's set up our Action app. Let's search and choose ClickSend. 

Next select Send SMS as our action. 

Then click Save + Continue button.

Step 6:

Next, let's add your ClickSend account. Click Connect an Account button.

There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.

Type in your ClickSend username and API key.

Click the Test button to check if it was successful.

Then click Save + Continue button.

Step 7:

Let's set up our SMS message.

In the Contact List input box, select the contact list that you want to be informed when a new task is added.

Enter a custom generic message into the Message input box about the ticket using the MeisterTask placeholders (Task Name, Task Notes, Assignee, Due Date, Etc).

Set the From input box as the name your business or something else meaningful.

Then click Continue button.

Step 8:

Let's finish up everything.

Click Create & Continue button.

Then the Finish button.

Lastly, name your Zap, and turn it ON


How Did We Do?

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