Magentrix

Magentrix Integrations

  • Create Magentrix contact records for new Xero contacts

    Is your small business using both Xero and Magentrix? Combine their forces with this integration! Rather than manually creating a contact record in Magentrix every time you add a new Xero contact, use this integration to automatically create these records. You can effortlessly keep your contacts up-to-date in your portal and focus on what's most important - your business!

    Note: This Zapier integration doesn’t create contact records for already existing Xero contacts - only new contacts after the integration has been set up.

    How It Works

    1. A new Xero contact is added
    2. Zapier creates a contact record for that contact in Magentrix

    What You Need

    • Xero account
    • Magentrix account with access to the Contacts entity
  • Create Magentrix leads from ActiveCampaign contacts

    You're probably already using ActiveCampaign to create beautiful email campaigns, and a Magentrix portal to manage your leads and opportunities...but did you know you can leverage the power of both to manage your mailing list even more easily? Instead of manually creating a lead record in Magentrix every time a new contact is added in ActiveCampaign, use this integration to create these records automatically. Keep your leads up-to-date automatically so you have even more time to focus on your email campaigns!

    Note: This integration doesn’t create lead records for already existing ActiveCampaign contacts, only new ones after it's been set up.

    How It Works

    1. An ActiveCampaign contact is added
    2. Zapier creates a lead record for that contact in Magentrix

    What You Need

    • ActiveCampaign account
    • Magentrix account with access to the Leads entity
  • Add new QuickBooks accounts to Magentrix account records

    Creating lots of new accounts in QuickBooks? Sick of adding them manually to Magentrix and risking duplications or missing them? Let Zapier help automatically create these records! With this automation, you can effortlessly keep your accounts up-to-date.

    Note: This integration doesn’t create Magentrix account records for already existing QuickBooks Online accounts, only for new accounts after the integration has been set up.

    How It Works

    1. A new QuickBooks account is added
    2. Zapier creates an account record for that account in Magentrix

    What You Need

    • A QuickBooks account
    • A Magentrix account that has access to the Accounts Entity
  • Create Magentrix tickets for new LiveChat chats

    Your customers are contacting you through LiveChat for help, and you're monitoring the status of their cases in your Magentrix portal...but it's hard to find the time to constantly create new tickets while you're still chatting. That's where this integration comes in, helping you create tickets yourself and allowing you to effortlessly document and track support cases, plus get more time to focus on the customer.

    How It Works

    1. A new LiveChat chat begins
    2. Zapier creates a ticket for that chat in Magentrix

    What You Need

    • LiveChat account
    • Magentrix account with access to the Help Tickets entity
  • Create Magentrix leads for new Pardot prospects

    Sick of reviewing your prospecting lists to ensure they're up to date in your database? Using both Pardot and Magentrix to keep track of your sales initiatives? A simple automation can help! Your leads will be up-to-date, and you can focus on what matters most- selling.

    Note: This Zapier integration doesn’t create lead records for existing Pardot prospects - only new prospects after the integration has been set up.

    How It Works

    1. A new Pardot prospect is added
    2. Zapier creates a lead record for that prospect in Magentrix

    What You Need

    • Pardot account
    • Magentrix account with access to the Leads entity
  • Create Magentrix contact records for new HubSpot contacts

    Supercharging sales and adding lots of new contacts to your Hubspot account? With a little automation help, you can effortlessly keep your contacts up-to-date and become a marketing machine!

    Note: this integration only creates new contacts for records after it's has been set up, not ones that already existed.

    How It Works

    1. A HubSpot contact is added
    2. Zapier creates a contact record for that contact in Magentrix

    What You Need

    • A HubSpot account
    • A Magentrix account with access to the Contacts entity
  • Create Magentrix lead records for new LiveChat chats

    Chat up a storm in LiveChat without having to worry about creating new leads in your database! Rather than manually creating a lead record in Magentrix every time you begin a new chat in LiveChat, use Zapier to create these records automatically so you can concentrate on building relationships and making sales instead.

    How It Works

    1. A new LiveChat chat begins
    2. Zapier creates a lead record for that chat in Magentrix

    What You Need

    • LiveChat account
    • Magentrix account with access to the Leads entity
  • Add new HubSpot contacts to Magentrix as leads

    Using Hubspot and Magentrix to keep sales on track? With this automation, you can effortlessly keep your leads up-to-date without worrying about duplicating or forgetting anyone!

    Note: This Zapier integration doesn’t create lead records for already existing HubSpot contacts - only new contacts after the integration has been set up.

    How It Works

    1. A HubSpot contact is added
    2. Zapier creates a lead record for that contact in Magentrix

    What You Need

    • HubSpot account
    • Magentrix account with the Leads entity
  • Create Magentrix events for new Google Calendar events

    You probably use Google Calendar for its great notification and event viewing features and Magentrix Calendar for its ability to add portal users and associate events with entities. However, managing two calendars can get challenging. Eliminate the need to create the same event multiple times by using this Zapier integration to automatically create Magentrix events for new Google Calendar events. This will allow you to effortlessly manage your calendars while leveraging the benefits of both!

    How It Works

    1. A Google Calendar event is added
    2. Zapier creates a new event in Magentrix

    What You Need

    • Google Calendar account
    • Magentrix account
  • Create Magentrix help tickets from new Olark Transcripts

    You want to provide the fastest customer service, every time. You may be using Olark to chat with your customers, and storing their information in your Magentrix portal...but you have to create these records yourself, wasting precious time that you could be using to talk to another customer. This integration changes that! Rather than having to create a Help Ticket manually, this integration will create one for you whenever a new transcript is added in Olark. With this automation, you can effortlessly document and track support cases, and have more time to help your customers!

    Note: This integration doesn’t create tickets for existing transcripts - only new ones after it's been set up.

    How It Works

    1. A new Olark transcript is added
    2. Zapier creates a Help Ticket for that transcript in Magentrix

    What You Need

    • Olark account
    • Magentrix account with access to the Help Tickets entity
  • Create Magentrix records from new finished chats in HappyFox Chat

    If you keep track of chat conversations with customers over Magentrix but find it hard to populate customer information and add records by hand, this Zapier integration automates the process for you, automatically creating records on Magentrix from​ finished chat session in HappyFox Chat for you.

    How this HappyFox Chat-Magentrix integration works

    1. A new chat is finished on HappyFox Chat
    2. Zapier creates a record on Magentrix

    Apps involved

    • HappyFox Chat
    • Magentrix
  • Create Magentrix contact records for new MailChimp subscribers

    Someone just subscribed to your mailing list - how exciting! Now you just have to keep them straight in your portal. Use this automation to create new Magentrix contact records whenever you receive new MailChimp subscribers rather than having to create them yourself. You'll be able to keep your contacts up-to-date and easily keep tabs on who belongs to your mailing lists.

    Note: This Zapier integration doesn’t create contact records for existing MailChimp subscribers - only new subscribers after it's been set up.

    How It Works

    1. You gain a new MailChimp subscriber
    2. Zapier creates a contact record for that subscriber in Magentrix

    What You Need

    • MailChimp account
    • Magentrix account with access to the Contacts entity
  • Remove MailChimp unsubscribers from Magentrix contacts

    Sadly, people will sometimes unsubscribe from your MailChimp mailing lists. Rather than manually updating your Magentrix contact records whenever this happens (and having to relive the sad experience), use this Zapier automation to remove them. Now you can effortlessly keep your contact list up-to-date!

    How It Works

    1. Someone unsubscribes from your MailChimp list
    2. Zapier updates your list of Magentrix contacts

    What You Need

    • MailChimp account
    • Magentrix account with access to the Contacts entity

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Magentrix Integration Details
Beta

Launched on Zapier June 11, 2015

Zapier combines Triggers (like "New Subscriber") and Actions (like "Create Entity Record") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Magentrix Triggers, Searches, and Actions are supported by Zapier:

Create Entity Record

Creates a new Entity records in Magentrix. Using this action, you can create Leads, Accounts, Contacts or any other custom object.

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Become a Zapier Integration Partner

Magentrix provides a rapid application development (RAD) platform for cloud-hosted SaaS applications such as special-purpose self-service portal sites and mobile apps. With a highly secure web-based mobile-optimized cloud platform, Magentrix empowers organizations to engage with customers, partners, vendors, employees and other communities.