magicplan + mfr - field service management

magicplan + mfr - field service management integrations

Create new projects in magicplan from new locations in mfr - field service management

Streamline your project management by bridging your mfr - field service management app with magicplan. Upon addition of a New Service Location in the mfr app, this automation instantly creates a new project in magicplan. This seamless integration facilitates efficient field service tracking and project planning, helping your team stay organized and updated.

When this happens...
New Location (Service Location)Triggers when new location (service location) is available.
TriggerInstant
automatically do this!
Create New ProjectCreate a new magicplan project assigned to a workspace member.
ActionWrite

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More things you can do with mfr - field service management and magicplan

Discover other triggers and actions you can use with mfr - field service management and magicplan

- Appointment Type
Trigger
Instant
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New Location (Service Location)
Triggers when new location (service location) is available.
Trigger
Instant
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- Service Request State
  Required
Trigger
Instant
Try It
- Service Request ID
  Required
- Current Owner Email
- Current Owner ID
Action
Write
- Customer Name
  Required
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Main contact first name company
- Main contact last name company
- Main contact phone number
- Main contacts email
Action
Write

- Original Service Request ID
  Required
- Follow-up Job Name
- Follow-up Job Description
- Job Template ID
- Service Request Type
- Clone Comments
- Clone Undone and Failed Steps
- Clone Items
- Clone All Steps
- Clone Documents
- Clone Tags
- Clone Open Appointments
- Project Id
- StartDateTime
- EndDateTime
- MFR Username
- Product List
Action
Write
- ItemType Name
  Required
- ItemType Id
  Required
- Price
- Costs
- ItemType description
- ItemType EAN
Action
Write

- Location Name
  Required
- Location Id
- Company Id
- Address
  Required
- Zip code
- City
- Country
- Contact First Name
- Contact Last Name
- Location Note
- Contact Telephone
- Contact Email
Action
Write
- Time Event Type
  Required
- Duration [Minutes]
- Start Date Time
- End Date Time
- Description
- Username of Technician
  Required
- Service Request ID
- Appointment ID
- Longitude
- Latitude
- Driving Distance
- Corrected Time
- External ID
- Is Approved
Action
Write
- Service Request ID
  Required
- Job Name
- Job Description
- Job State
- Current Owner Email
- Target Time (minutes)
Action
Write
- Filename
  Required
- File
  Required
Action
Write
- Company Id
- Company Name
Action
Search
- ServiceObject Id
- ServiceObject Name
Action
Search
- Username
Action
Search
Project Exported
Triggers only once when files have been generated and includes a list of the files.
Trigger
Instant
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- Project Name
  Required
- User Email Address
  Required
- Project Type
  Required
- Project Listing Reference
- Street
- Street Number
- Postal Code
- City
- Province
- Country
- Name
- Email
- Phone
- Street
- City
- Province
- Country
- Postal Code
- Reference
- Notes
Action
Write

New Customer
Triggers when new customer is created.
Trigger
Instant
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New Job
Triggers when new job was created.
Trigger
Instant
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- Entity Id (Job)
  Required
- Entity type
  Required
- Tag
  Required
Action
Write
- Appointment type
  Required
- Duration [Minutes]
  Required
- Start date time
  Required
- End date time
- Appointment description
- Username of techncian
  Required
Action
Write
- Customer First Name
  Required
- Customer Last Name
  Required
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Company note
Action
Write
- Offer ID
- Service Request ID
- Note
Action
Write
- Job Id
  Required
- Report definition Code (e.g. R-212)
  Required
Action
Write
- Job Name
  Required
- Job Id
- Customer Id
  Required
- Job Description
- Location Id (Service location)
- Job Template
- Project Id
- TargetTime
- StartDateTime
- EndDateTime
- MFR Username
- Produktliste
Action
Write
- Entity Id (Job)
  Required
- Entity type
  Required
- Tag
  Required
Action
Write
- Filename
  Required
- File
  Required
- Job Id
  Required
Action
Write
- Service Request ID
  Required
- Start Date Time
- End Date Time
- Max Distance (km)
- Return Only Best Match
Action
Search
- Item Name / Id
Action
Search
- ServiceRequest Id
- ServiceRequest State
- Expand
- Customer
- ServiceObject Id
Action
Search
- Expands
- ServiceRequest Id
  Required
Action
Search
File Generated
Triggers for every file that has been generated.
Trigger
Instant
Try It
- Project ID
  Required
- File Category
Action
Search

About magicplan

magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.

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Images & Design

About mfr - field service management

Field Service Management platform for dispatching efficiently technicians. This platform helps customers to provide the best service onsite.

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Related categories

Scheduling & Booking