magicplan + Salesforce
Create Salesforce attachments when new projects are exported in magicplan
Ensure your projects from magicplan are seamlessly incorporated into your Salesforce records with this efficient workflow. Once a project is exported in magicplan, an attachment is immediately created in Salesforce. This automation not only saves you the time and effort involved in manual data entry but also enhances data accuracy, boosting your productivity and systems management.
Ensure your projects from magicplan are seamlessly incorporated into your Salesforce records with this efficient workflow. Once a project is exported in magicplan, an attachment is immediately created in Salesforce. This automation not only saves you the time and effort involved in manual data entry but also enhances data accuracy, boosting your productivity and systems management.
- When this happens...Project Exported
Triggers only once when files have been generated and includes a list of the files.
- automatically do this!Create Attachment
Creates a new attachment (max 25MB).
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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
Project TypeRequired
Project Listing Reference
Street
Street Number
Postal Code
City
Province
Country
Name
Email
Phone
Street
City
Province
Country
Postal Code
Reference
Notes
New Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
Try It
