New Integration: Organize Workflows and Manage Agency Projects with Magnetic

Magnetic is agency workflow management software that helps agencies manage projects, organize workflows, and collaborate with stakeholders. Review team capacity, identify gaps, allocate resources, and schedule work to meet deadlines. Track actions taken and record time spent through desktop, tablet, or mobile interfaces. Customize the provided templates to create quotes and invoices, then send for online approval. Monitor job timelines and budgets, and prioritize projects. Create, edit, and share documents with internal or external partners. You can even review the dashboard or generate reports to review detailed analytics on sales metrics, income, and expenses.

Now Magnetic connects with Zapier, which makes it easier than ever to automate your agency workflows. Zapier can automatically trigger workflows in other apps whenever you have new notifications in Magnetic. Or you can create contact records, tasks and task comments, opportunities/jobs and opportunity/job comments, as well as log time and create or append contacts in Magnetic whenever trigger events happen in the other apps you use most.

To connect Magnetic with 1,300+ other apps, including Slack, Gravity Forms, and Gmail, head to Magnetic's Zapier integration page.

How to Automate Magnetic with Zapier

1. Sign up for a Magnetic account, and make sure you have a Zapier account.

2. Try some pre-made Magnetic integrations, and learn more about how Magnetic works with Zapier.

3. Or log in and build a custom workflow with Magnetic and Zapier.

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use Magnetic with Zapier.