Magnetic Integrations

  • Create Magnetic tasks from Slack messages with mentions of keywords

    Conversation can move quickly in a busy channel, and important messages can get lost in the noise. Zapier can help you stay focused: Once you turn on this integration, we'll automatically create a new Magnetic task for every mention of a keyword on Slack—you'll never have to worry about action items falling through the cracks again.

    Note: We've suggested #addtomagnetic as the keyword, but this can be customized

    How this Slack-Magnetic integration works

    1. A #mention is added to a message in Slack. I.e "Please design an A5 brochure for the year end campaign #addtomagnetic"
    2. Zapier adds a task to Magnetic with the contents

    Apps involved

    • Slack
    • Magnetic
  • Add new Facebook Lead Ad leads as new contacts in Magnetic

    Getting your Facebook leads to your sales team quickly can be the difference between a new sale or a lost lead - are you manually uploading lists into Magnetic? Let Zapier do the heavy lifting for you. Once this integration is configured, new Facebook Lead Ad leads will automatically create new contacts in Magnetic for you, allowing you to follow-up with leads faster and more efficiently.

    How this Facebook Lead Ads-Magnetic integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new lead in Magnetic

    Apps involved

    • Facebook Lead Ads
    • Magnetic
  • Add Magnetic contacts from FullContact scans

    Wish you didn't need to manually input individual contacts from business cards you receive? Save time capturing those business cards by using the FullContact mobile app to scan and upload into Magnetic.

    How It Works

    1. You add a new card to FullContact
    2. Zapier sends the contacts details to Magnetic

    What You Need

    • FullContact account
    • Magnetic account
  • Create Magnetic contacts from new Better Voice calls

    Looking to have all those Better Voice contacts in Magnetic as well? No need to spend your own time copying them over manually—we'll sort things out for you instead. Once this automation is active, a new contact will be created on Magnetic with all the information you need from each new call on Better Voice from then on.

    How It Works

    1. A new call is recorded on Better Voice
    2. Zapier automatically adds a new contact on Magnetic
    • Better Voice account
    • Magnetic account
  • Add new Mailchimp subscribers to Magnetic

    Ever need to keep track of conversations with your subscribers? With this MailChimp-Magnetic automation on your side, a contact is automatically created in Magnetic for every new subscriber you get on Mailchimp, letting you track them without any manual effort.

    How this MailChimp-Magnetic integration works:

    1. A subscriber completes a Mailchimp contact form on your website
    2. Zapier adds them as a contact on Magnetic

    Apps involved:

    • Mailchimp
    • Magnetic
  • Add new starred emails as tasks in Magnetic

    Do you often receive emails that need to be actioned and you have to create tasks for it in Magnetic? Just star an important email that requires an action, and it will create a task for you in Magnetic automatically thanks to this integration.

    How this Gmail-Magnetic integration works:

    1. Star an important email in Gmail that needs to be actioned
    2. A task will be created in Magnetic for the starred email

    Apps involved

    • Gmail
    • Magnetic
  • Send new Magnetic notifications to Slack direct messages

    Use this integration to send all task comments that involve you to Slack automatically. If you currently use Slack in your business, then you can push any type of Magnetic notifications to Slack and keep all your communication in one place.

    How this Magnetic-Slack integration works:

    1. A new Magnetic notification
    2. Zapier sends a direct Slack message

    Apps involved:

    • Magnetic
    • Slack
  • Add new Google Form responses as new Magnetic opportunities or jobs

    Imagine a world where your client submits a Google Form with all the job brief details and all this information were to go straight to your Magnetic account and create a job card for you? Well, now that is possible with this Google Forms - Magnetic integration. Pretty neat, right?

    Note: This intergration is limited to basic fields on your Google Form. Feel free to customise your form to include all your job brief details.

    How this Google Forms-Magnetic integration works

    1. A Google Form is completed
    2. Zapier creates a job in Magnetic with all the details from the Google Form

    Apps involved

    • Google Forms
    • Magnetic
  • Add new Gravity Forms submissions as new Magnetic contacts

    Capture leads from your website's Gravity Forms into Magnetic automatically with this integration. Now, your sales team can take action on leads.

    How this Gravity-Magnetic integration works

    1. A customer submits a form on your WordPress website
    2. Zapier creates a contact in Magnetic

    What You Need

    • Gravity Forms
    • Magnetic
  • Add new starred Slack messages as new Magnetic tasks

    Do you often receive Slack messages that need to be actioned and you have to create tasks for it in Magnetic? Just star an important message and it will create a task for you in Magnetic, saving you time and effort.

    How this Slack-Magnetic integration works

    1. A message is starred in Slack
    2. Zapier creates a Magnetic task

    Apps involved

    • Slack
    • Magnetic

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Magnetic Integration Details

Launched on Zapier July 17, 2015

Zapier combines Triggers (like "New Notification") and Actions (like "Create Task") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Magnetic Triggers, Searches, and Actions are supported by Zapier:

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 Opportunity/Job

Create a n new opportunity/job

Create Task Comment

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

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

New Notification

Triggers when you have a new notification in Magnetic

Find Task

Finds an existing task by tag

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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.