magicplan + Shape
Create records in Shape Software for new magicplan files
Make sure you act on every file that has been generated in magicplan with this Zapier automation. This integration will add every new file generated in magicplan as a Shape Software record.
Make sure you act on every file that has been generated in magicplan with this Zapier automation. This integration will add every new file generated in magicplan as a Shape Software record.
- When this happens...File Generated
Triggers for every file that has been generated.
- automatically do this!Create Record
Create a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps
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
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
File Generated
Triggers for every file that has been generated.
Try ItProject IDRequired
File Category
Record IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
About magicplan
magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
Related categories
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
