How do I integrate with Meistertask?

Our direct integration makes it easier than ever to connect Meistertask with your forms!

Connect Meistertask to Paperform

1. In the Form Editor navigate to After Submission → Integrations & Webhooks.

2. Click on "Meistertask" under the heading "Direct Integrations". Choose from the list of possible actions on the dropdown list provided.

   

3. Click on "Add Account +" to connect your Meistertask account, prompting a popup window to appear requesting you log in and give permission for Paperform to connect your Meistertask account.

   

4. Once the popup window closes, your account will be successfully connected to Paperform!

You can remove or rename your Meistertask account at any time in your account settings, but note this will also affect any forms using this integration connection.

Setting up an Integration Action

Our Meistertask direct integration is built to be flexible around your use case, so we offer a number of different actions and functions.

Below you'll find an example of how to configure one of these actions.

Create a Task

This action will add a subscriber to the list of your choice using the answers passed through your form submissions.

After setting up your Meistertask connection for the action, complete the fields presented. The list of fields and what they do can be found below.

• Project - The project your task should be added to.
• Section - The project section your task should be added to.
• Name - The name of your new task
• Assign To - The person your new task should be assigned to.
• Notes - Any notes for your new task.
• Status - The status your new task will be created with.

Once you have finished configuring the action, click the "Send Test" button at the bottom to test out the action. If you're happy with the results, click "Create" to finish setting up the action. This will automatically be live for future submissions.

Considerations

Sending a Test for your action

For the "Send Test" button to work, you must have a recent submission that contains data for the fields being used in your integration action.

If you don't have a recent submission with the correct data set then you may encounter unexpected behaviors with the integration action, or it may outright fail.