Magnetic and Salesflare
How to connect Magnetic
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When new Opportunity in Salesflare, create Opportunity/Job in Magnetic.
- When new Task in Salesflare, create Task in Magnetic.
About Magnetic
Magnetic is a cloud based business management app that allows you to manage your whole business. We have modules focused on CRM, Project Management, Accounts and HR.
Magnetic operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Notification — Triggers when you have a new notification in Magnetic
Actions (7)
Things Salesflare can make it do
- Create Contact — First look for existing contact and if found append else create new contact and company
- Create Contact Record — Make a record on an existing contact
- Create Opportunity/Job — Create a n new opportunity/job
- Create Opportunity/Job Comment — Create a comment on an existing Opportunity/Job
- Create Task — Create a new task
Show 2 more actions
- Create Task Comment — Makes a comment on an existing task searched by code or description
- Log Time on Task — Log some time on an existing task
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