How to connect magicplan + Salesforce
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Create magicplan projects from new updates to Salesforce records
Create magicplan projects from new updates to Salesforce recordsPremiumAdd new magicplan files to Salesforce as attachments
Add new magicplan files to Salesforce as attachmentsPremiumUpdate Salesforce records when new magicplan projects are exported
Update Salesforce records when new magicplan projects are exportedPremium
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Project Exported
Triggers only once when files have been generated and includes a list of the files.
Try ItProject NameRequired
User Email AddressRequired
The project will be assigned to this workspace member.
Project TypeRequired
Project Listing Reference
This field can be used to refer to a project in other systems like CRMs or project management tools. See Documentation for reference.
Street
Street Number
Postal Code
City
Province
Country
Name
Email
Phone
Street
City
Province
Country
Postal Code
Reference
Notes
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItDisclaimer
This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
Salesforce ObjectRequired
Pick which type of object you want to watch for changes on.
Try It
File Generated
Triggers for every file that has been generated.
Try ItProject IDRequired
Select the magicplan project ID from a previous step.
File Category
Filter project files by category.
Salesforce ObjectsRequired
Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try ItSalesforce ObjectRequired
Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try It
How magicplan + Salesforce Integrations Work
- Step 1: Authenticate magicplan and Salesforce.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.
Salesforce Tutorials
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