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magicplan + Pipedrive

Update Pipedrive deals with newly-exported magicplan projects

Stay efficient easily with this zap, which lets you update a deal in Pipedrive automatically, whenever a project in magicplan is exported. Make sure your sales team has all the latest info at their fingertips, without needing any added clicks or keystrokes.

Stay efficient easily with this zap, which lets you update a deal in Pipedrive automatically, whenever a project in magicplan is exported. Make sure your sales team has all the latest info at their fingertips, without needing any added clicks or keystrokes.

  1. When this happens...
    magicplanmagicplan
    Project Exported

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

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    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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