JobTread + magicplan Integrations
How to connect JobTread + magicplan
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Customer Contact CreatedTriggers when a contact is created for a customer.Trigger- Customer CreatedTriggers when a customer is created.Trigger
- Customer UpdatedTriggers when a customer is updated.Trigger
- Document CreatedTriggers when a document is created.Trigger
- Document UpdatedTriggers when a document is updated.Trigger
- File CreatedTriggers when a file is created.Trigger
- Job CreatedTriggers when a job is created.Trigger
- Job UpdatedTriggers when a job is updated.Trigger
- JobTread
Triggers when a task is created.
Instant
Trigger
- JobTread
Triggers when a task is updated.
Instant
Trigger
- JobTread
Triggers when a contact is created for a vendor.
Instant
Trigger
- JobTread
Triggers when a vendor is created.
Instant
Trigger
- JobTread
Triggers when a vendor is updated.
Instant
Trigger
- JobTread
Create a comment on a JobTread item.
Scheduled
Action
- JobTread
Create a new customer including optional contacts, locations, and jobs.
Scheduled
Action
- JobTread
Create a new contact for a customer.
Scheduled
Action
- JobTread
Create a new job.
Scheduled
Action
- JobTread
Create a new location.
Scheduled
Action
- JobTread
Create a new task.
Scheduled
Action
- JobTread
Create a new vendor including optional contacts, locations, and jobs.
Scheduled
Action
- JobTread
Create a new contact for a vendor.
Scheduled
Action
- JobTread
Update an existing job.
Scheduled
Action
- JobTread
Update an existing task.
Scheduled
Action
- JobTread
Upload files to a JobTread item.
Scheduled
Action
- JobTread
Search for a customer by name.
Scheduled
Action
- JobTread
Search for a job by number.
Scheduled
Action
- JobTread
Search for a location by name
Scheduled
Action
- JobTread
Search for a membership by user name or email address.
Scheduled
Action
- JobTread
Search for a vendor by name.
Scheduled
Action
- magicplan
Triggers only once when files have been generated and includes a list of the files.
Instant
Trigger
- magicplan
Triggers for every file that has been generated.
Instant
Trigger
- magicplan
Create a new magicplan project assigned to a workspace member.
Scheduled
Action
- magicplan
Finds files exported on this plan.
Scheduled
Action
How JobTread + magicplan Integrations Work
- Step 1: Authenticate JobTread and magicplan.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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