magicplan + Salesforce
Add new magicplan files to Salesforce as attachments
Once this integration is active, it automatically uploads your new magicplan files to Salesforce as attachments. Save yourself the time and energy necessary for manual file management!
Once this integration is active, it automatically uploads your new magicplan files to Salesforce as attachments. Save yourself the time and energy necessary for manual file management!
- When this happens...File Generated
Triggers for every file that has been generated.
- 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
About magicplan
magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
