magicplan + Zendesk Sell
Create Zendesk Sell notes from newly-exported magicplan files
Set up this integration to automatically add a new note to Zendesk Sell as soon as a specific file type is generated in magicplan. Customize this Zap to include the file type important to you, then add the download link to your note for easy access to the file.
Set up this integration to automatically add a new note to Zendesk Sell as soon as a specific file type is generated in magicplan. Customize this Zap to include the file type important to you, then add the download link to your note for easy access to the file.
Project ExportedTriggers only once when files have been generated and includes a list of the files.Trigger- File GeneratedTriggers for every file that has been generated.Trigger
- Create New ProjectCreate a new magicplan project assigned to a workspace member.Action
- Find FilesFinds files exported on this plan.Action
New ContactTriggers when a new contact is created.Trigger- Updated ContactTriggers when an existing contact is updated.Trigger
- New DealTriggers when a new deal is created.Trigger
- Deal Enters New StageTriggers when a deal enters a new stage.Trigger
- Zendesk Sell
Triggers when an existing deal is updated.
Scheduled
Trigger
- Zendesk Sell
Triggers when a new lead is created.
Scheduled
Trigger
- Zendesk Sell
Triggers when an existing lead is updated.
Scheduled
Trigger
- Zendesk Sell
Triggers when a new note is created.
Scheduled
Trigger
- Zendesk Sell
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Scheduled
Trigger
- Zendesk Sell
Triggers when a new task is created.
Scheduled
Trigger
- Zendesk Sell
Creates a new company.
Scheduled
Action
- Zendesk Sell
Updates an existing company.
Scheduled
Action
- Zendesk Sell
Creates a new person.
Scheduled
Action
- Zendesk Sell
Updates an existing person.
Scheduled
Action
- Zendesk Sell
Creates a new deal.
Scheduled
Action
- Zendesk Sell
Updates an existing deal.
Scheduled
Action
- Zendesk Sell
Stops sequence enrollments for a given lead.
Scheduled
Action
- Zendesk Sell
Creates a sequence enrollment for a given lead. Requires Reach add-on.
Scheduled
Action
- Zendesk Sell
Creates a new lead.
Scheduled
Action
- Zendesk Sell
Updates an existing lead.
Scheduled
Action
- Zendesk Sell
Creates a new note for an existing lead, contact or deal.
Scheduled
Action
- Zendesk Sell
Creates a new product in catalog. Requires Sell Enterprise Plan or higher.
Scheduled
Action
- Zendesk Sell
Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.
Scheduled
Action
- Zendesk Sell
Creates a new task.
Scheduled
Action
- Zendesk Sell
Finds a company by Company ID, name or email address.
Scheduled
Action
- Zendesk Sell
Finds a contact by Contact ID, name or email address.
Scheduled
Action
- Zendesk Sell
Finds a person by Person ID, name or email address.
Scheduled
Action
- Zendesk Sell
Finds a deal by Deal ID or name.
Scheduled
Action
- Zendesk Sell
Finds a deal source by ID or name.
Scheduled
Action
- Zendesk Sell
Finds a lead by ID, company name, name or email address.
Scheduled
Action
- Zendesk Sell
Finds a lead source by ID or name.
Scheduled
Action
- Zendesk Sell
Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.
Scheduled
Action
- Zendesk Sell
Finds a sequence by Sequence ID or name. Requires Reach add-on.
Scheduled
Action
- Zendesk Sell
Finds a deal stage by ID or name.
Scheduled
Action
- Zendesk Sell
Finds a user by ID, email or name.
Scheduled
Action
- Zendesk Sell
Finds a company by Company ID, name or email address. Optionally, create one if none are found.
Scheduled
Action
- Zendesk Sell
Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.
Scheduled
Action
- Zendesk Sell
Finds a deal by Deal ID or name. Optionally, create one if none are found.
Scheduled
Action
- Zendesk Sell
Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.
Scheduled
Action
- Zendesk Sell
Finds a product by ID, name or SKU. Optionally, create one if none are found. Requires Sell Enterprise Plan or higher.
Scheduled
Action
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