Albi + magicplan

Create new projects in magicplan when project statuses change in Albi

Keep your project status updates consistent across your Albi and magicplan apps with this efficient workflow. When there's a project status change in Albi, this same change is instantly reflected in magicplan. This results in streamlined project management, saving you valuable time and ensuring that your project progresses smoothly without any hitches. Get started with this automation to effortlessly maintain project continuity across both platforms.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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Supported triggers and actions

Contact Status Change
Triggers when a contact status is changed.
Trigger
Polling
Try It
New Organization
When a new organization is created
Trigger
Instant
Try It
New Relationship Activity
When a new relationship activity is created.
Trigger
Instant
Try It
New Task
When a task is created
Trigger
Instant
Try It
Project Date Modified
Triigers when a project date is entered or updated
Trigger
Instant
Try It

Project Status Changed
When a project status changed
Trigger
Instant
Try It
Task In-Progress
When a task is marked in-progress
Trigger
Instant
Try It

- NameRequired
- StatusRequired
Action
Write
- NameRequired
- TypesRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Email
- Phone Number
- Status
- Referral SourceRequired
- Latitude
- Longitude
- Sandbox
Action
Write
- Staff
- Task ActionRequired
- Due Date
- Notes
- Project
- Project Roles
- Send Notification
- Validate Staff
Action
Write
- Relationship NameRequired
- TypeRequired
- DateRequired
- Notes
Action
Write
- Organization IDRequired
Action
Write
- Project ID
- Project
- Project Role ID
- Project Role
Action
Write
- Task IDRequired
Action
Write
- Project IDRequired
Action
Write
- Page
- Page Size
Action
Search
- Project IDRequired
- Page
- Page Size
Action
Search
- Project IDRequired
- Invoice IDRequired
Action
Search
- Project IDRequired
- Payment IDRequired
Action
Search
- Project IDRequired
Action
Search
File Generated
Triggers for every file that has been generated.
Trigger
Instant
Try It
- Project IDRequired
- File Category
Action
Search

New Contact
When a contact is created
Trigger
Instant
Try It
New Project
When a project is created
Trigger
Instant
Try It
New Relationship
When a new Organization or Contact is created
Trigger
Instant
Try It
Organization Status Change
Triggers when a organization is status is changed.
Trigger
Polling
Try It
Project Linked
Fires when a project gets linked
Trigger
Instant
Try It
Task Complete
When a task is marked complete
Trigger
Instant
Try It
- ContactRequired
- Status
Action
Write
- First NameRequired
- Last NameRequired
- TypeRequired
- Phone Number
- Email
- Referral SourceRequired
- Status
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Sandbox
- Salesperson
- Job Title
- Salesperson ID
Action
Write
- ProjectRequired
- NotesRequired
Action
Write
- TitleRequired
- Start Date & TimeRequired
- Start Time ZoneRequired
- End Date & TimeRequired
- End Time Zone
- Event Status
- Project ID
- Project
- Notes
- All Day
- Required Attendees
- Optional Attendees
- Address 1
- Address 2
- City
- State
- Zip Code
- Latitude
- Longitude
- Event Category ID
- Tag ID
- Tag Name
Action
Write
- Contact IDRequired
Action
Write
- Activity IDRequired
Action
Write
- Staff IDRequired
Action
Write
- Date IDRequired
Action
Write
- Project IdRequired
Action
Search
- Project IDRequired
- Expense IDRequired
Action
Search
- Project IDRequired
Action
Search
- Project IDRequired
- Page
- Page Size
Action
Search
- Project IDRequired
- Page
- Page Size
Action
Search
Project Exported
Triggers only once when files have been generated and includes a list of the files.
Trigger
Instant
Try It
- Project NameRequired
- User Email AddressRequired
- Project TypeRequired
- Project Listing Reference
- Street
- Street Number
- Postal Code
- City
- Province
- Country
- Name
- Email
- Phone
- Street
- City
- Province
- Country
- Postal Code
- Reference
- Notes
Action
Write

About Albi

Built for restorers, Albi is the all-in-one platform that streamlines your entire operation—automating tasks and delivering detailed reporting—so you can make smarter decisions, get paid faster and propel your business forward.

Related categories

Sales & CRM

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

Images & Design

Related Zap Templates

Create new magicplan projects when contact status changes in Albi

Related Zap Templates

Create new magicplan projects when contact status changes in Albi

Albi + magicplan

Create new projects in magicplan when project statuses change in Albi

Contact Status Change

New Organization

New Relationship Activity

New Task

Project Date Modified

Project Status Changed

Task In-Progress

Change Organization Status

Create Organization

Create Task

Create Relationship Activity

Retrieve Organization

Get Project Staff

Get Task

Retrieve Project

Get All Projects

Find Project Expenses

Find Project Invoice

Find Project Payment

Get Project Status

File Generated

Find Files

New Contact

New Project

New Relationship

Organization Status Change

Project Linked

Task Complete

Change Contact Status

Create Contact

Create Project Note

Create Event

Retrieve Contact

Get Activity

Get Staff

Retrieve Modified Project Date

Get Project Dates

Find Project Expense

Get Project Financial KPI

Find Project Invoices

Find Project Payments

Project Exported

Create New Project

About Albi

Related categories

About magicplan

Related categories

Related Zap Templates

Related Zap Templates