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Integrations

Magnetic Integrations

Ways to Automate Magnetic

Create Magnetic tasks from Slack messages with mentions of keywords

Add new Facebook Lead Ad leads as new contacts in Magnetic

Add Magnetic contacts from FullContact scans

Create Magnetic contacts from new Better Voice calls

Add new Mailchimp subscribers to Magnetic

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The best apps. Better together.

You can do so much more with Magnetic by connecting it to the other apps you use like Slack, Gravity Forms, and Google Calendar to automate the tedious tasks in your workflow.

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About Magnetic

Magnetic is a cloud based business management app that allows you to manage your whole business. We have modules focused on CRM, Project Management, Accounts and HR.

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About Zapier

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Triggers

New Notification

Triggers when you have a new notification in Magnetic

Searches

Find Task

Finds an existing task by tag

Optionally, create one if none are found.

Actions

Create Task

Create a new task

Create or Append Contact

First look for existing contact and if found append else create new contact and company

Create Task Comment

Makes a comment on an existing task searched by code or description

Create Opportunity/Job

Create a n new opportunity/job

Log Time on Task

Log some time on an existing task

Create Opportunity/Job Comment

Create a comment on an existing Opportunity/Job

Create Contact Record

Make a record on an existing contact

What are Triggers, Searches, & Actions?

Triggers, Searches and Actions are the building blocks that power your integrations. Triggers watch for events in your apps, then kick off a sequence of Searches and Actions. Searches look up existing data, and Actions create new items. These combos—called "Zaps"—complete your tasks automatically.

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Tip Multi-Step Zaps

Try using one Trigger to send multiple Searches and Actions into motion. Multi-Step Zaps help your apps work in harmony.

Make a Multi-Step Zap

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Get Updates

Stay up-to-date with new apps and features as they become available on Zapier.

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You use lots of apps to get your work done. Zapier lets you easily connect those apps together to help automate tedious tasks.

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What's a Zap?

A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!