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 Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
