magicplan + Projectworks Integrations
How to connect magicplan + Projectworks
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Project ExportedTriggers only once when files have been generated and includes a list of the files.Trigger- File GeneratedTriggers for every file that has been generated.Trigger
- Create New ProjectCreate a new magicplan project assigned to a workspace member.Action
- Find FilesFinds files exported on this plan.Action
Get BudgetsTriggers when a user requests a list of budgets.Trigger- Get ClientsTriggers when a user requests a list of clients.Trigger
- Get Custom FieldsTriggers when a user requests a list of Custom FieldsTrigger
- Get Leave StatusesTriggers when a user requests a list of leave statuses.Trigger
- Projectworks
Triggers when a user requests a list of offices.
Scheduled
Trigger
- Projectworks
Triggers when a user requests a list of projects.
Scheduled
Trigger
- Projectworks
Triggers when a user requests a list of timecodes.
Scheduled
Trigger
- Projectworks
Triggers when a user requests a list of timesheet entries
Scheduled
Trigger
- Projectworks
Triggers when a user requests a list of users.
Scheduled
Trigger
- Projectworks
Triggers when a new leave request is created
Scheduled
Trigger
- Projectworks
Assigns a user to a timecode
Scheduled
Action
- Projectworks
Creates a Budget
Scheduled
Action
- Projectworks
Creates a new company
Scheduled
Action
- Projectworks
Creates a Project
Scheduled
Action
- Projectworks
Creates a Timecode
Scheduled
Action
- Projectworks
Creates a Timesheet entry
Scheduled
Action
- Projectworks
Sets the resourcing for a given person and project on a given day.
Scheduled
Action
- Projectworks
Updates a budget
Scheduled
Action
- Projectworks
Updates a company
Scheduled
Action
- Projectworks
Updates the value of a custom field for a specific entity
Scheduled
Action
- Projectworks
Updates a project
Scheduled
Action
- Projectworks
Updates a timecode
Scheduled
Action
- Projectworks
Updates a timesheet entry
Scheduled
Action
- Projectworks
Finds a company by name or external reference.
Scheduled
Action
- Projectworks
Finds a currency by its name or code.
Scheduled
Action
- Projectworks
Finds a custom field by entity type and label
Scheduled
Action
- Projectworks
Finds a GL Code by its code or description
Scheduled
Action
- Projectworks
Finds a Module by external reference.
Scheduled
Action
- Projectworks
Finds an Office by name or external reference.
Scheduled
Action
- Projectworks
Finds a project by name or external reference
Scheduled
Action
- Projectworks
Finds an existing task by external reference.
Scheduled
Action
- Projectworks
Finds an existing user by name, email address, or external reference.
Scheduled
Action
How magicplan + Projectworks Integrations Work
- Step 1: Authenticate magicplan and Projectworks.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.
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