magicplan + Zoho CRM

Add Zoho CRM attachments with new files in magicplan

Looking for an easy way to manage your important files? This integration is it, automatically uploading your new magicplan file as an attachment to a module entry in your ZOHO CRM account. By adding a filter step you can even limit the attachments to certain file categories.

Looking for an easy way to manage your important files? This integration is it, automatically uploading your new magicplan file as an attachment to a module entry in your ZOHO CRM account. By adding a filter step you can even limit the attachments to certain file categories.

  1. When this happens...
    magicplanmagicplan
    File Generated

    Triggers for every file that has been generated.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Add Attachment

    Add attachment to the selected Module entry

    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
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
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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
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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