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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.

  1. When this happens...
    magicplanmagicplan
    Project Exported

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

    TriggerInstant
  2. automatically do this...
    magicplanmagicplan
    Find Files

    Finds files exported on this plan.

    ActionSearch
  3. then do this!
    Zendesk SellZendesk Sell
    Create Note

    Creates a new note for an existing lead, contact or deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
magicplan logo
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

  • Images & Design
zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
Learn more

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