magicplan + ServiceM8

Create magicplan projects for new jobs in ServiceM8

Set up this integration to speed up your workflows with no extra clicks or keystrokes. This zap creates a new magicplan project when a new job is created in ServiceM8, saving you from the hassle of manual data entry!

When this happens...
New Job
Triggers when a new job is created.
TriggerInstant
automatically do this!
Create New Project
Create a new magicplan project assigned to a workspace member.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- Customer Name
- Job StatusRequired
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
Write
File Generated
Triggers for every file that has been generated.
Trigger
Instant
Try It

- Project IDRequired
- File Category
Action
Search

- QueueRequired
- Job Category
Trigger
Instant
Try It
- Completed By
- Form TypeRequired
Trigger
Instant
Try It
- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
Project Exported
Triggers only once when files have been generated and includes a list of the files.
Trigger
Instant
Try It
- Project 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
Action
Write

About magicplan

magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.

Learn more

Related categories

Images & Design

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

Learn more