How to connect K Factors + Magnetic
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
MessageRequired
The message to be added
Comment typeRequired
Type of message
email
Email address of the contact
Phone
The mobile or landline number of the contact
Follow up Date
Date the the followup must be actioned by
Opportunity/Job CodeRequired
CommentRequired
Widget idRequired
From date
To date
Include All
Selecting true will allow the user to see all read notifications in addition to unread notifications
Try ItOwner
The user who will be the owner of the grouping
Winner
The user who will be the winner of the grouping
Watchers
Contact
This user will be the contact for the grouping
Company
This will be the company for the grouping
Opportunity/Job NameRequired
Description
External Reference
Tag
Tag in CSV format
Signed
Decides whether grouping is a project or opportunity
Access
Level of access of grouping
Due Date/End Date
Expected Closing Date if unsigned End Date if signed
Amount
Estimated Revenue
Monthly Amount
Monthly Revenue
Owner
The user who owns the contact
Full name
Email
Mobile Number
Fax Number
Land Line Number
Company name
Contact tags
Comma separated list of tags
Company tags
Comma separated list of tags
Phyiscal Address
Postel Address
Position
Position in the company such as CEO
Contact Extra Info
Any extra info you want to capture on the Contact
Company Extra Info
Any extra info you want to capture on the Contact
Contact External Reference
Use this field to store any reference to link to another system
Company External Reference
Use this field to store any reference to link to another system
How K Factors + Magnetic Integrations Work
- Step 1: Authenticate K Factors and Magnetic.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.
Related categories
Related categories
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