Contacts+ integration with Magnetic
How to Add Magnetic contacts from Contacts+ scans
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 Magnetic contacts from Contacts+ scans" 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 Magnetic integrations
Magnetic actions
Nekton can use any feature that is available in Magnetic API.
Using our advanced AI, you can easily create custom automations for Magnetic.
Here are some typical actions you can do in your automated workflows.
Create Opportunity/Job
Create a n new opportunity/job
Create or Append Contact
First look for existing contact and if found append else create new contact and company
Log Time on Task
Log some time on an existing task
Find Task
Finds an existing task by description.
Create Contact Record
Make a record on an existing contact
Create Opportunity/Job Comment
Create a comment on an existing Opportunity/Job
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.