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Connect Salesforce to MeisterTask

Build an AI agent that works across Salesforce and MeisterTask, on a schedule or when you click Run.

24 source actions
13 target actions
Reverse direction supported

Why Connect Salesforce & MeisterTask?

Read what you need from Salesforce

Your agent uses Salesforce's documented actions to pull the records it needs, each time it runs.

Run a MeisterTask action

Then it uses one of 13 documented actions, such as Add Label To Task, Create Attachment, Create Label.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

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MeisterTask

Triggers (4)

New Comment Created

Emit new event when a new comment is created. See the docs

polling
New Project Created

Emit new event when a new project is created. See the docs

polling
New Section Created

Emit new event when a new section is created. See the docs

polling
New Task Created

Emit new event when a new task is created. See the docs

polling

Actions (13)

Add Label To Task

Adds a project label to a task. See the docs

Create Attachment

Create a new attachment. See the docs

Create Label

Create a new label in a project. See the docs

Create Task

Create a new task in a project section. See the docs

Get Attachment

Retrieves information about an attachment. See the docs

Get Label

Retrieves information about a label. See the docs

Get Person

Retrieves information about a person. See the docs

Get Task

Retrieves information about a task. See the docs

List Project Options

Retrieves available options for the Project field.

List Projects

List all projects in MeisterTask. See the docs

List Sections

List sections in MeisterTask, optionally scoped to a specific project. See the docs

List Tasks

List tasks from MeisterTask. Supports basic filtering and pagination. See the docs

Update Task

Updaets an existing task in a project section. See the docs

Integration Features

24 documented Salesforce actions
13 documented MeisterTask actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported MeisterTask to Salesforce direction

Capability Examples

Salesforce trigger → MeisterTask action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

MeisterTaskMeisterTask

Add Label To Task

MeisterTask trigger → Salesforce action

Reverse direction
MeisterTaskMeisterTask

New Comment Created

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and MeisterTask accounts

2

Describe the Job

Say what to read from Salesforce and what to do in MeisterTask

3

Choose an Action

Select the documented MeisterTask operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Salesforce events yet.

Automated Actions

Use 13 documented MeisterTask actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theSalesforce and MeisterTask actions it needs.

Your Own Accounts

You connect your own Salesforce and MeisterTask accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect MeisterTask to Salesforce for bidirectional automation

View Integration
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All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations
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All MeisterTask Integrations

Explore all available MeisterTask connections

View All Integrations

Ready to Connect Salesforce & MeisterTask?

Build this agent in Mazaal AI and test it on your ownSalesforce and MeisterTask data.

Start building

Rather not build it yourself? We set up one Salesforce to MeisterTask agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod