Magnetic Zapier integrationAutomate Magnetic with Zapier.
The Magnetic Zapier integration offers 1 trigger, 7 actions and 0 searches. A new notification in Magnetic can start the automation, and the actions create contacts, opportunities or jobs and tasks, add comments and records, and log time.
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What the Magnetic Zapier integration does for you
It wires Magnetic, a business management app with CRM and project modules, to your other tools through Zaps: automations on Zapier that start on one event and then run one or more steps for you. Magnetic offers one starting event, a new notification, and seven ways to write into your account.
Three results stand out. Contacts that never get typed twice: Create Contact first looks for an existing contact and adds to it, and only creates a new contact and company when none is found. Work that opens itself: Create Opportunity/Job and Create Task turn a signed deal or a request from another app into something your team can act on, and Log Time on Task books the minutes spent. A history kept in one place: Create Contact Record, Create Opportunity/Job Comment and Create Task Comment write notes onto what already exists.
Now the limits. The only trigger is New Notification, so there is no event for a new contact, a new task or a new opportunity as such. There is no search: a Zap cannot look up a record before writing. No action updates or deletes anything. And Magnetic's accounts and HR modules have no operation at all on Zapier. If those gaps matter, our n8n vs Zapier comparison helps you weigh another platform.
Zapier vocabulary in one minute
Seven words cover nearly everything on screen in Zapier. Here they are, each explained once.
- Trigger
- The event that starts a Zap. With Magnetic, the only one available is a new notification on your account.
- Action
- What the Zap does once started: here, writing a contact, a job, a task, a comment or a time entry into Magnetic.
- Task
- The unit Zapier bills: one action that went through. Do not confuse it with a Magnetic task, which is work to do.
- Polling trigger
- A trigger Zapier checks on a timer, keeping only what is new. New Notification works this way.
- Instant trigger
- A trigger the app reports itself, the moment the event happens. Magnetic has none on Zapier.
- Filter
- A step that lets the Zap continue only when the incoming data meets your condition, and stops it otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A filter or a second action makes one, and it needs a paid plan.
What a Magnetic Zap really costs
Magnetic is not a premium app, so the free plan covers it. Billing counts tasks: successful actions, nothing else.
- Premium appNo, free plan works
- Trigger typePolling
- Free plan100 tasks a month, two-step Zaps
- BilledEach action that succeeds
Each Magnetic notification Zapier picks up costs nothing, and neither do the checks themselves. Every action that completes in Magnetic or elsewhere counts one task; a failed one counts nothing. The free plan gives 100 tasks a month and two-step Zaps, so adding a filter or a second action takes you to a paid plan. New Notification is a polling trigger, so the grid below sets how often Zapier looks for new notifications.
Connect Magnetic to Zapier in 3 steps
- 01
Open the Apps page
In Zapier, go to the Apps page of your account and click + Add connection. You need a Magnetic account, plus access to any contact, job or task owned by someone else that the Zap should touch.
- 02
Choose Magnetic
Type Magnetic in the search box of the dialog, pick it from the results and click Add connection. A new browser tab then opens for the Magnetic sign-in.
- 03
Sign in and allow access
Log in to Magnetic in that tab and grant Zapier access to the account. The connection is saved and every Zap that uses Magnetic reuses it from then on.
Your first Zap: only the Magnetic notifications that matter, in your team chat
GoalSelected Magnetic notifications are posted to your team chat, so nobody has to keep the app open.
- 01
Create the Zap
Start a new Zap, pick Magnetic as the app that starts it and New Notification as the trigger. Choose whether to receive all notifications or only new ones.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent notifications of the connected account, so you build the next steps on a real one.
- 03
Add a filter
Add a Filter step and fill its three boxes: the field to look at, the rule, the value to compare with. The filter makes the Zap multi-step, so it needs a paid plan.
- 04
Add the chat message
Add the send-message action of your team chat, pick the channel and drop the notification text from Magnetic into the message body.
- 05
Test and publish
Test the message, check it in the channel, then publish. Zapier will look for new notifications at the interval of your plan.
The Magnetic trigger
1 event starts a Zap when something happens in Magnetic. Zapier checks for them at the interval your plan allows.
New Notification
Polling triggerIn Zapier“Triggers when you have a new notification in Magnetic”
Starts a Zap each time your Magnetic account receives a notification. It is the only door out of Magnetic on Zapier, so whatever reaches you as a notification can be carried into the tools people actually watch during the day.
The 7 Magnetic actions
Magnetic gives you 7 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Contact Record
ActionIn Zapier“Make a record on an existing contact”
Writes a record onto a contact that is already in Magnetic. Two fields are required: the Message itself and its Comment type.
Create Opportunity/Job
ActionIn Zapier“Create a n new opportunity/job”
Opens a new opportunity or job. Only the name is required, and the Signed setting decides whether it becomes a project or stays an opportunity.
Create Opportunity/Job Comment
ActionIn Zapier“Create a comment on an existing Opportunity/Job”
Adds a comment to an opportunity or job that already exists. It needs the Opportunity/Job Code and the comment text.
Create Contact
ActionIn Zapier“First look for existing contact and if found append else create new contact and company”
Looks for the contact first. If it finds one, it adds to it; if not, it creates both a new contact and its company.
Create Task
ActionIn Zapier“Create a new task”
Creates a new task in Magnetic from a name, the only required field. A Billable setting tells Magnetic whether time tracked on that task can be invoiced.
Log Time on Task
ActionIn Zapier“Log some time on an existing task”
Books time on a task that already exists. The Time Logged field is required and counts in minutes.
Create Task Comment
ActionIn Zapier“Makes a comment on an existing task searched by code or description”
Posts a comment on an existing task, which Magnetic finds by its code or its description. The Comment field is the only one required.
When a Magnetic Zap breaks
Zapier ties no help article to Magnetic, so the failure points are Zapier's general limits.
Few of them raise an alarm. You notice a missing comment, or a task count that climbs. For a method to track them down, use our Zapier troubleshooting guide.
Old notifications never come through
A Zap only reacts to what happens after it is switched on. Notifications received before that stay in Magnetic; moving them is a separate job.Writing back into Magnetic
A Zap that writes where its own trigger watches restarts itself and burns tasks. As a general precaution, keep a New Notification Zap from writing back into Magnetic.A burst held back
When the trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those items back instead of running them all.No double runs on one item
On a polling trigger Zapier remembers what it has already seen, so the same notification does not start the Zap twice. A duplicate is worth checking at the source first.
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