magicplan + Salesforce

Add new magicplan files to Salesforce as attachments

Once this integration is active, it automatically uploads your new magicplan files to Salesforce as attachments. Save yourself the time and energy necessary for manual file management!

Once this integration is active, it automatically uploads your new magicplan files to Salesforce as attachments. Save yourself the time and energy necessary for manual file management!

  1. When this happens...
    magicplanmagicplan
    File Generated

    Triggers for every file that has been generated.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Attachment

    Creates a new attachment (max 25MB).

    ActionWrite
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Supported triggers and actions

  • magicplan triggers, actions, and search

    File Generated

    Triggers for every file that has been generated.

    Trigger
    Instant
    Try It
    • Project IDRequired

    • File Category

    Action
    Search
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
magicplan logo
magicplan logo

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
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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