How to connect magicplan + Salesforce
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Quickly automate magicplan and Salesforce workflows with Zapier's templates
Create magicplan projects from new updates to Salesforce recordsCreate magicplan projects from new updates to Salesforce recordsPremium
Add new magicplan files to Salesforce as attachmentsAdd new magicplan files to Salesforce as attachmentsPremium
Update Salesforce records when new magicplan projects are exportedUpdate Salesforce records when new magicplan projects are exportedPremium
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Triggers only once when files have been generated and includes a list of the files.Try ItTriggerInstant
User Email AddressRequired
The project will be assigned to this workspace member.
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.
New Outbound Message
Triggers when a new outbound message is received in Salesforce.Try ItTriggerInstant
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.
Pick which type of object you want to watch for changes on.
Triggers for every file that has been generated.Try ItTriggerInstant
Select the magicplan project ID from a previous step.
Filter project files by category.
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).
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).
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.
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