Magnetite Zapier integrationAutomate Magnetite with Zapier.
The Magnetite Zapier integration offers 1 trigger, 1 action and 1 search. A Magnetite project event can start a Zap at once, an email address is enough to order a personalized lead magnet, and a status search tells you where the generation stands.
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What the Magnetite Zapier integration is for
Magnetite builds personalized lead magnets with a research agent, to turn cold emails into meetings. On Zapier it plugs into Zaps, the automations you set up there: one event starts them, then steps run for you. Magnetite can start a Zap, receive an order for a lead magnet and report on its progress.
Three results come out of it. A lead magnet ordered from a single email address: Create Lead Magnet asks your Magnetite research agent to build one for that contact, wherever the address came from. A clear view of each job: Find Lead Magnet Status takes the Job ID returned by the creation step and tells the rest of the Zap how far the generation has got. Your other tools kept in the loop: New Event sends a chosen type of project event out of Magnetite, to a CRM, a sheet or a chat.
Good news for a free plan: New Event is an instant trigger, so the checking interval of your plan never applies to it.
What Zapier does not do for Magnetite: no action edits or deletes a lead magnet, the only search works by Job ID, so you cannot look one up by email, and a New Event Zap listens to one event type at a time. To weigh Zapier against another platform, our n8n vs Zapier comparison sets out the criteria.
Zapier vocabulary in one minute
Seven words cover nearly everything in the Zapier editor. Each one explained once.
- Trigger
- The event that starts a Zap. With Magnetite, it is a project event of the type you select.
- Action
- What the Zap does once started. On Magnetite, the one action orders a personalized lead magnet.
- Task
- The unit Zapier bills: one action that went through. Your plan allowance counts these and nothing else.
- Instant trigger
- A trigger the app reports itself, the moment the event happens. New Event on Magnetite works this way.
- Polling trigger
- A trigger Zapier checks on a timer, keeping only what is new. Magnetite has none on Zapier.
- Search step
- A step that looks up something that already exists, so later steps can use it. Here, the status of a job.
- 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 search, a filter or a second action makes one, and needs a paid plan.
What a Magnetite Zap costs
Magnetite is not a premium app, so the free plan covers it. You pay in tasks: successful actions only.
- Premium appNo, free plan works
- Trigger typeInstant
- Free plan100 tasks a month, two-step Zaps
- Search stepMakes the Zap multi-step, paid plan
A Magnetite event costs nothing on its own, whatever the volume. Each action that completes counts one task, in Magnetite or in the next app; a failed one counts nothing. The free plan gives 100 tasks a month and two-step Zaps, so adding Find Lead Magnet Status, a filter or a second action takes you to a paid plan. The interval grid below concerns polling triggers and does not apply to New Event, which is instant.
Connect Magnetite 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 Magnetite account, plus access to the project you want the Zap to work with if someone else owns it.
- 02
Pick Magnetite
Search for Magnetite in the dialog, select it from the results and click Add connection. A new browser tab then opens for the sign-in on the Magnetite side.
- 03
Sign in and grant access
Log in to Magnetite in that tab and allow Zapier to use the account. The connection is saved, and every Zap that uses Magnetite reuses it from then on.
Your first Zap: selected Magnetite events logged in your CRM
GoalMagnetite project events that meet your condition become notes in your CRM.
- 01
Create the Zap
Start a new Zap, pick Magnetite as the app that starts it and New Event as the trigger, then choose the Event Type that should fire it.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent events of that type from your account, so you map fields on a real one.
- 03
Add the 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 CRM note
Add the action of your CRM that creates a note, pick where the note should go, then drop the event details that came back in the test from Magnetite into the note body.
- 05
Test and publish
Test the note, check it in the CRM, then publish. Since New Event is instant, each matching event arrives straight away, whatever your plan.
The Magnetite trigger
1 event starts a Zap when something happens in Magnetite, and one of them is instant: the app calls Zapier straight away, whatever your plan.
New Event
Instant triggerIn Zapier“Triggers when a specific event occurs in your Magnetite project.”
Starts a Zap when a given kind of event happens in your Magnetite project. One trigger covers several situations: you choose which one matters in the Event Type setting, and the Zap stays quiet for everything else that happens in the project.
The Magnetite action
Magnetite gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Lead Magnet
ActionIn Zapier“Create a personalized lead magnet using your Magnetite research agent”
Asks your Magnetite research agent to produce a personalized lead magnet for one contact. The only required field is the contact's Email Address.
The Magnetite search
1 search step looks for data that already exists in Magnetite, so a later step can use it.
A search step looks up something that already exists and hands what it found to the next steps. Searches sit at the bottom of the action event list, under the SEARCH heading. Three settings decide what happens when the result is not the expected one.
Find Lead Magnet Status
SearchIn Zapier“Search for the status and progress of a lead magnet generation job”
Checks how far a lead magnet generation has progressed and hands its status to the steps that follow. It needs the Job ID from the creation step earlier in the Zap. The field help calls that step Generate Lead Magnet; in the list it is Create Lead Magnet, the only action.
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 and skips the steps that depend on it. Switched on, the Zap carries on without a result.
- Create X if it doesn't exist yet?This box turns a search into find or create. Magnetite offers no such variant on Zapier, so Find Lead Magnet Status only ever looks.
- If multiple search results are found?Three ways out when several items match: keep the first one, which is the default, stop the Zap, or pass all of them on.
When a Magnetite Zap breaks
Zapier ties no help article to Magnetite, so the weak points are Zapier's general limits.
They rarely announce themselves. A note is missing, or the task count jumps. To chase the cause in order, see our Zapier troubleshooting guide.
Past events never arrive
A Zap only reacts to what happens after it is switched on. Events from before stay in Magnetite; moving that history is a separate job.Writing back into Magnetite
A Zap that writes where its own trigger watches restarts itself and burns tasks. As a general precaution, think twice before sending a New Event Zap into Create Lead Magnet.A burst held back
When a trigger suddenly sends a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those items back instead of running them all.A status search that stops the Zap
With default settings, Find Lead Magnet Status that finds nothing halts the Zap there. Check the Job ID mapping first.
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