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magicplan + Salesforce Integrations

How to connect magicplan + Salesforce

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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

      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

    Action
    Write
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

      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.

    Trigger
    Scheduled
    Try It
  • magicplan triggers, actions, and search

    File Generated

    Triggers for every file that has been generated.

    Trigger
    Instant
    Try It
    • Project IDRequired

      Select the magicplan project ID from a previous step.

    • File Category

      Filter project files by category.

    Action
    Search
    • 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).

    Trigger
    Scheduled
    Try It
    • Salesforce 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).

    Trigger
    Scheduled
    Try It

How magicplan + Salesforce Integrations Work

  1. Step 1: Authenticate magicplan and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Salesforce Tutorials

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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
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