magicplan Zapier integrationAutomate magicplan with Zapier.
The magicplan Zapier integration gives you 2 triggers, 1 action and 1 search. Both triggers are instant, so the files of an exported plan reach your other tools straight away, and projects can be opened in magicplan from somewhere else.
Verified Trustpilot reviews · AI, automation & growth agency
What the magicplan Zapier integration does for you
magicplan produces floor plans, field reports and estimates, all in one app. Connecting it to Zapier means the files it exports leave magicplan on their own, and new projects can be created from another tool, so nobody re-downloads or retypes anything.
Three results cover most needs. Files filed where your team looks: File Generated starts a Zap for each file magicplan produces, and each one lands in your storage or your inbox. One notice per export, not per file: Project Exported fires once when an export is done and carries the list of its files, which suits a single message to a client or a colleague. Projects that appear already assigned: Create New Project opens a project in magicplan for a workspace member, from a request recorded in another app.
What Zapier does not do here: there is no action to change, delete or share a project. The only lookup is Find Files, which needs a project id from an earlier step. Everything else happens in magicplan itself.
Both triggers are instant, whatever your plan. If you are still weighing the tool, see our Zapier review and our n8n vs Zapier comparison. We have no magicplan page for n8n or Make at this point.
Zapier vocabulary, in plain words
Eight words come back on every Zapier page. Here they are once, so the rest reads easily.
- Zap
- The automation you build: one trigger, then one or more actions that run every time that event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for that event to happen.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something on your behalf.
- Task
- The unit Zapier bills you for: one action your Zap completes successfully. Your plan is a count of these.
- Polling vs instant
- A polling trigger is checked on a timer for new items. An instant trigger is reported by the app the moment it happens.
- Filter
- A step that lets the Zap carry on only when what arrived meets your condition, and stops it otherwise.
- Search step
- A step that looks up something that already exists in an app, so the steps after it can use what it found.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action, a filter or a search makes one, and it needs a paid plan.
What a magicplan Zap really costs
magicplan is not a premium app, so it works on the free plan. You pay in tasks, one per action that goes through.
- Free plan100 tasks a month, unlimited Zaps
- Free plan stepsOne trigger and one action
- magicplan triggers2, both instant
- Failed actionNot counted against your plan
Triggers never cost a task, so waiting for exports is free. Each action that succeeds counts once, and one that fails does not. The trigger you pick changes the bill: File Generated starts the Zap once per file, so an export of several files runs the action several times, while Project Exported runs it once. A filter or a Find Files search makes the Zap multi-step, which needs a paid plan, since the free plan stops at one trigger and one action. The interval grid below is Zapier's standard one; it does not apply to magicplan, whose two triggers are instant.
Connect your magicplan account in three steps
- 01
Open your connections
In your Zapier account, go to the Apps page and click + Add connection. You need a magicplan account first, since Zapier only links an account that already exists.
- 02
Pick magicplan
Type magicplan in the search box of the dialog that appears, select it in the results, then click Add connection. A new browser tab opens on the magicplan side.
- 03
Sign in and allow access
Log in to magicplan in that tab and grant Zapier access to your account. The connection is saved once, and every Zap step that uses magicplan reuses it from then on.
Your first Zap: file only the exports you want
GoalEach time magicplan generates a file, a filter checks it, and only the files that match your rule are uploaded to your file storage.
- 01
Start from File Generated
Build a new Zap with magicplan as the app and File Generated as the event. It is instant, so the Zap starts the moment a file exists.
- 02
Test with a real export
Run the trigger test: Zapier brings back the three most recent items of your account. Export a project in magicplan first if nothing comes back.
- 03
Add the filter
Add a Filter step and fill its three boxes: the file detail to look at, the rule, and the value to compare with. Use a text rule on text values.
- 04
Add the upload
Add your file storage as the action and map the file from the trigger. With the filter in between, this is a multi-step Zap and it needs a paid plan.
- 05
Test, then publish
Test each step once, with a file that should pass and one that should not. When both behave, publish the Zap to switch it on.
The 2 magicplan triggers
2 events start a Zap when something happens in magicplan, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.
Project Exported
Instant triggerIn Zapier“Triggers only once when files have been generated and includes a list of the files.”
Fires a single time once magicplan has finished generating the files of an export, and hands over the list of those files in one go.
File Generated
Instant triggerIn Zapier“Triggers for every file that has been generated.”
Starts the Zap separately for every file magicplan produces, so each plan, report or estimate can be handled on its own.
The magicplan action
magicplan gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Create New Project
ActionIn Zapier“Create a new magicplan project assigned to a workspace member.”
Opens a new magicplan project and hands it to a named member of your workspace.
The magicplan search
1 search step looks for data that already exists in magicplan, so a later step can use it.
A search step looks up files that already exist instead of waiting for a new export. It sits at the bottom of the action-event list, under its own SEARCH heading, and adding it makes the Zap multi-step.
Find Files
SearchIn Zapier“Finds files exported on this plan.”
Brings back the files already exported for a given project, so the steps after it can send or store them.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there and the steps after it are skipped. Switched on, the Zap carries on with nothing in hand.
- Create X if it doesn't exist yet?On apps that offer it, this box turns a search into a find-or-create. magicplan exposes no such variant, so Find Files only ever looks.
- If multiple search results are found?Three ways out when several files match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When a magicplan Zap breaks
Zapier attaches no help article to magicplan, so the known failure points are the ones every Zap shares, plus how its triggers count.
None of these shows up as an obvious error until you look at the runs. If a Zap still puzzles you, see our Zapier troubleshooting page.
Old exports are not picked up
A Zap only reacts to what happens after you switch it on. Files exported before that are not sent; moving that history is a separate job.One export, many runs
File Generated starts the Zap once per file. An export with several files multiplies the runs and the tasks of every action behind it.A sudden flood gets held back
When a trigger suddenly sends a huge batch at once, after a bulk import or a migration, Zapier's flood protection can hold those runs back.The Zap sets itself off
A Zap that writes into the very place its own trigger watches starts again and again, and burns through your task count fast.
Need help automating magicplan with Zapier?
A person reads every message.
