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magicplan + Pipedrive

Attach new magicplan files to deals in Pipedrive

Automatically attach a file in magicplan to a corresponding deal in your Pipedrive account. This integration keeps your deals effortlessly up to date with all the latest file content needed to help you convert and close!

Automatically attach a file in magicplan to a corresponding deal in your Pipedrive account. This integration keeps your deals effortlessly up to date with all the latest file content needed to help you convert and close!

  1. When this happens...
    magicplanmagicplan
    File Generated

    Triggers for every file that has been generated.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Attach File

    Uploads a file and attaches it to a deal, person, organization, activity, product or note.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • magicplan triggers, actions, and search

    Project Exported

    Triggers only once when files have been generated and includes a list of the files.

    Trigger
    Instant
    Try It
    • Project NameRequired

    • User Email AddressRequired

    • Project TypeRequired

    • Project Listing Reference

    • Street

    • Street Number

    • Postal Code

    • City

    • Province

    • Country

    • Name

    • Email

    • Phone

    • Street

    • City

    • Province

    • Country

    • Postal Code

    • Reference

    • Notes

    Action
    Write
  • magicplan triggers, actions, and search

    File Generated

    Triggers for every file that has been generated.

    Trigger
    Instant
    Try It
    • Project IDRequired

    • File Category

    Action
    Search
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
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About magicplan

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

Related categories

  • Images & Design
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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