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Zapier makes it easy to integrate magicplan with Streak - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event
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Streak
2. Choose action
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1. Select the event
Setup
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Project Exported" from magicplan.

Add your action

An action happens after the trigger—such as "Add Contact to Box" in Streak.

You’re connected!

Zapier seamlessly connects magicplan and Streak, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your magicplan to Streak integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect magicplan and Streak to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
  • magicplan triggers, actions, and search
    Project Exported

    Triggers only once when files have been generated and includes a list of the files.

    Trigger
    Instant
    Try It
    • Project Name
      Required
    • User Email Address
      Required
    • Project Type
      Required
    • Project Listing Reference
    • Street
    • Street Number
    • Postal Code
    • City
    • Province
    • Country
    • Name
    • Email
    • Phone
    • Street
    • City
    • Province
    • Country
    • Postal Code
    • Reference
    • Notes
    Action
    Write
    • Pipeline
      Required
    Trigger
    Instant
    Try It
    • Stage
    • Field
    • Pipeline
      Required
    Trigger
    Instant
    Try It
  • magicplan triggers, actions, and search
    File Generated

    Triggers for every file that has been generated.

    Trigger
    Instant
    Try It
    • Project ID
      Required
    • File Category
    Action
    Search
    • Stage
    • Pipeline
      Required
    Trigger
    Instant
    Try It
    • Pipeline
      Required
    Trigger
    Instant
    Try It

Learn how to automate Streak on the Zapier blog

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magicplan logo
About magicplan
magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
Related categories
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streak logo
About Streak
Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
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