Loading

Albi + magicplan

Create new magicplan projects when contact status changes in Albi

When a contact's status changes in Albi, streamline your operations by having this workflow instantly create a new project in the magicplan app. You no longer need to manually create a new item in magicplan whenever there's an update in Albi. This automation takes care of it, saving you time and ensuring consistent data across your platforms.

When a contact's status changes in Albi, streamline your operations by having this workflow instantly create a new project in the magicplan app. You no longer need to manually create a new item in magicplan whenever there's an update in Albi. This automation takes care of it, saving you time and ensuring consistent data across your platforms.

  1. When this happens...
    AlbiAlbi
    Contact Status Change

    Triggers when a contact status is changed.

    TriggerScheduled
  2. automatically do this!
    magicplanmagicplan
    Create New Project

    Create a new magicplan project assigned to a workspace member.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Albi triggers, actions, and search

    Contact Status Change

    Triggers when a contact status is changed.

    Trigger
    Scheduled
    Try It
  • Albi triggers, actions, and search

    New Relationship Activity

    Triggers when a new relationship activity is created.

    Trigger
    Scheduled
    Try It
  • Albi triggers, actions, and search

    Organization Status Change

    Triggers when a organization is status is changed.

    Trigger
    Scheduled
    Try It
albi logo
albi logo

About Albi

Albi is an all inclusive ERP system for the restoration industry that tracks critical business data with as little user input as possible.

Related categories

  • Sales & CRM
magicplan logo
magicplan logo

About magicplan

magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
Learn more

Related categories