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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Project Exported" from magicplan.

Add your action

An action happens after the trigger—such as "Assign Timecode" in Projectworks.

You’re connected!

Zapier seamlessly connects magicplan and Projectworks, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Project Exported
Triggers only once when files have been generated and includes a list of the files.
Trigger
Instant
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- Project Name
  Required
- User Email Address
  Required
- Project Type
  Required
- Project Listing Reference
- Street
- Street Number
- Postal Code
- City
- Province
- Country
- Name
- Email
- Phone
- Street
- City
- Province
- Country
- Postal Code
- Reference
- Notes
Action
Write
- projectID
Trigger
Polling
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Get Custom Fields
Triggers when a user requests a list of Custom Fields
Trigger
Polling
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Get Offices
Triggers when a user requests a list of offices.
Trigger
Polling
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- moduleID
Trigger
Polling
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Get Users
Triggers when a user requests a list of users.
Trigger
Polling
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- UserID
  Required
- TaskID
  Required
- Hours
- IsActive
  Required
Action
Write
- ClientName
  Required
- AccountManagerID
  Required
- OfficeID
  Required
- ExternalReference
- IsActive
- CurrencyID
  Required
Action
Write
- ProjectName
  Required
- OfficeID
  Required
- ClientID
  Required
- ProjectTypeID
  Required
- ProjectStatusID
  Required
- CurrencyID
  Required
- ProjectManagerID
  Required
- AccountManagerID
  Required
- TaskSelfServiceModeID
  Required
- ExternalReference
Action
Write
- UserID
  Required
- TaskID
  Required
- Date
  Required
- Minutes
  Required
- Comment
Action
Write
- moduleID
  Required
- ModuleName
- glcodeID
- IsActive
- Budget
- ExternalReference
Action
Write
- EntityID
  Required
- EntityTypeID
  Required
- FieldID
  Required
- Value
  Required
Action
Write
- taskID
  Required
- TaskName
- StatusID
- PercentComplete
- ExternalReference
Action
Write
- name
- externalReference
Action
Search
- entityTypeID
  Required
- label
  Required
Action
Search
- externalReference
  Required
Action
Search
- name
- externalReference
- projectNumber
Action
Search
- email
- name
- externalReference
Action
Search

File Generated
Triggers for every file that has been generated.
Trigger
Instant
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- Project ID
  Required
- File Category
Action
Search
Get Clients
Triggers when a user requests a list of clients.
Trigger
Polling
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Get Leave Statuses
Triggers when a user requests a list of leave statuses.
Trigger
Polling
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- clientID
Trigger
Polling
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- iD
- userID
- taskID
- date
- userExternalReference
- taskExternalReference
Trigger
Polling
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- StatusID
  Required
Trigger
Polling
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- ProjectID
  Required
- ModuleName
  Required
- Budget
  Required
- IsServices
  Required
- GLCodeID
  Required
- IsActive
- ExternalReference
Action
Write
- UserID
  Required
- StatusID
  Required
- Date
  Required
- TypeID
  Required
- Hours
  Required
Action
Write
- moduleID
  Required
- TaskName
  Required
- TaskTypeID
  Required
- StartDate
- EndDate
- IsOnTimesheet
- StatusID
- PercentComplete
- ExternalReference
- EnforceTimesheetDates
- IsScheduled
Action
Write
- ProjectID
  Required
- Date
  Required
- ResourceTypeID
  Required
- UserID
  Required
- IsPenciled
  Required
- Hours
  Required
- Comment
- ModeID
  Required
Action
Write
- clientID
  Required
- ClientName
- AccountManagerID
- OfficeID
- ExternalReference
- IsActive
Action
Write
- projectID
  Required
- ProjectName
- ProjectStatusID
- ProjectManagerID
- AccountManagerID
- ExternalReference
Action
Write
- ID
  Required
- IsReviewed
- Minutes
- Comment
Action
Write
- name
- code
Action
Search
- code
- description
Action
Search
- name
- externalReference
Action
Search
- externalReference
  Required
Action
Search

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Connect magicplan and Projectworks to integrate crucial parts of your business

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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Learn about AI automation

About magicplan

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

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About Projectworks

Projectworks is a professional services software that grows your business with tools for time tracking, reporting, forecasting, and more.

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