magicplan integration with ServiceTrade
How to Add attachments to ServiceTrade jobs with new magicplan files
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add attachments to ServiceTrade jobs with new magicplan files" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate magicplan integrations
magicplan actions
Nekton can use any feature that is available in magicplan API.
Using our advanced AI, you can easily create custom automations for magicplan.
Here are some typical actions you can do in your automated workflows.
Create New Project
Create a new magicplan project assigned to a workspace member.
Find Files
Finds files exported on this plan.
Project Exported
Triggers only once when files have been generated and includes a list of the files.
File Generated
Triggers for every file that has been generated.
About magicplan
magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.