JobTread + magicplan Integrations

How to connect JobTread + magicplan

Zapier lets you send info between JobTread and magicplan automatically—no code required.

When this happens...

Customer Contact Created

Triggers when a contact is created for a customer.

automatically do this!

Create New Project

Create a new magicplan project assigned to a workspace member.

Customer Contact Created
Triggers when a contact is created for a customer.
Trigger
Instant
Customer Created
Triggers when a customer is created.
Trigger
Instant
File Created
Triggers when a file is created.
Trigger
Instant
Job Created
Triggers when a job is created.
Trigger
Instant
Vendor Contact Created
Triggers when a contact is created for a vendor.
Trigger
Instant

Vendor Created
Triggers when a vendor is created.
Trigger
Instant
Create Customer
Create a new customer including optional contacts, locations, and jobs.
Action
Write

JobTread
Create a new job.
Scheduled
Action
JobTread
Create a new location.
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
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 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

Step 1: Authenticate JobTread + 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.