magicplan + Zoho CRM
Add Zoho CRM attachments with new files in magicplan
Looking for an easy way to manage your important files? This integration is it, automatically uploading your new magicplan file as an attachment to a module entry in your ZOHO CRM account. By adding a filter step you can even limit the attachments to certain file categories.
Looking for an easy way to manage your important files? This integration is it, automatically uploading your new magicplan file as an attachment to a module entry in your ZOHO CRM account. By adding a filter step you can even limit the attachments to certain file categories.
- When this happens...File Generated
Triggers for every file that has been generated.
- automatically do this!Add Attachment
Add attachment to the selected Module entry
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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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
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File Generated
Triggers for every file that has been generated.
Try ItProject IDRequired
File Category
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
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