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.
- When this happens...Project Exported
Triggers only once when files have been generated and includes a list of the files.
- automatically do this...Find Files
Finds files exported on this plan.
- then do this!Create Note
Creates a new note for an existing lead, contact or deal.
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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
Is Company?
Try ItNew Deal
Triggers when a new deal is created.
Try It
