Understanding magicplan and Zapier

Read the following article to get a more in-depth overview of all magicplan Triggers and Actions in Zapier.

Purpose of this article

As of December 4th, magicplan has partnered with Zapier to provide seamless integration with thousands of other supported software that professionals commonly use in their day-to-day work life. Zapier is included in Report and Estimate subscriptions.

Below, you get an in-depth overview of all the relevant information you need to build out your very own Zaps in magicplan.

Aren't familiar with Zapier yet? Check out our introduction article on this topic!

Getting started with your Zap

After following the instructions in our introduction article and setting up and logging into your Zapier account, you will be directed to your Zapier dashboard.

You will see a number of options, including "MAKE A ZAP" in the top-left corner.

Choose an Account

Whenever you use a software as a TRIGGER or ACTION for the first time, you will need to connect your account for that software with Zapier. This process varies, depending on the software.

To link your magicplan, you will want to access the magicplan Cloud. On the left side of your home screen, click on "Settings" and navigate down to the "Generate API Key" option. After generating that information, it will look something like this.

magicplan Triggers

After selecting "MAKE A ZAP", you will be given the chance to search for magicplan TRIGGERS.

There are two different types of TRIGGERS you can select with magicplan. See below for an explanation of the two different types and the data that gets pulled with these TRIGGERS.

Trigger: Project Exported

Triggers only once when files have been generated and includes a list of files. If you create an export with multiple different file types (like Sketch Files when you generate a PNG, JPG, and SVG at the same time), this will export all the files at once. This is useful when you want to trigger any kind of notification or if you want to get multiple file types from one Zap.

Data returned by the trigger Project Exported:

  • ID - The project ID for your floor plan in magicplan.
  • Name - The name of your project in magicplan.
  • User_Name - The name of the user who created the project in magicplan.
  • User_Email - The email address of the user mentioned above.
  • Location Latitude - The latitude of the address set in magicplan.
  • Location Longitude - The longitude of the address set in magicplan.
  • Location Street -The street name of the address set in magicplan.
  • Location Street_Number - The street number of the address set in magicplan.
  • Location City - The city of the address set in magicplan.
  • Location Province - The state/province of the address set in magicplan.
  • Location Country - The country of the address set in magicplan.
  • Creation_Date - The date the project was created in magicplan.
  • Update_Date - The date associated with the last update for this project.
  • Thumbnail_URL - The project thumbnail visible on the magicplan home screne.
  • Public_URL - This is available if you activated "Publish on the web".
  • Listing - By default, this field will have no value. You can use this field to enter an identifier to link corresponding projects in different systems. This will allow you to create workflows such as this one: A new project is created in magicplan when a deal in a CRM system meets certain criteria. When files are generated in magicplan, they are automatically transferred to the corresponding deal in your CRM.
  • Customer_Info_Name - Customer's name.
  • Customer_Info_Email - Customer's email.
  • Customer_Info_Phone - Customer's phone number.
  • Customer_Info_Street - Customer's street information.
  • Customer_Info_City - Customer's city.
  • Customer_Info_Province - Customer's province/state.
  • Customer_Info_Country - Customer's country.
  • Customer_Info_postalCode - Customer's postal code.
  • Customer_Info_shippingstreet - Customer's shipping street.
  • Customer_Info_shippingprovince - Customer's shipping province/state.
  • Customer_Info_shippingpostalCode - Customer's shipping postal code.
  • Customer_Info_shippingcountry - Customer's shipping country.
  • Customer_Info_shippingphone - Customer's shipping phone number.
  • Customer_Info_shipmentDate - Customer's shipment date.
  • Customer_Info_reference - Customer's reference.
  • Customer_Info_notes - Customer notes.
  • File_List_Name or File_Name - The generated file's name.
  • File_List_Category or File_Category - The generated file's category - Examples include Sketch PDF, Report PDF, Sketch Files, Roll Cut PDF, Statistics, Pictures, or Thumbnail.
  • File_List_Extension or File_Extension - The generated file's extension type.
  • File_List_URL or File_URL - The generated file's URL that will let you download or transfer that file.

Trigger: File Generated

Triggers for every file that has been generated. If you generate PDF exports often (not exports with multiple file types) and need to have these files exported to another software, this is the Zap for you!

Data returned by the trigger File Generated:

  • ID - The project ID for your floor plan in magicplan.
  • Name - The name of your project in magicplan.
  • User_Name - The name of the user who created the project in magicplan.
  • User_Email - The email address of the user mentioned above.
  • Location Latitude - The latitude of the address set in magicplan.
  • Location Longitude - The longitude of the address set in magicplan.
  • Location Street -The street name of the address set in magicplan.
  • Location Street_Number - The street number of the address set in magicplan.
  • Location City - The city of the address set in magicplan.
  • Location Province - The state/province of the address set in magicplan.
  • Location Country - The country of the address set in magicplan.
  • Creation_Date - The date the project was created in magicplan.
  • Update_Date - The date associated with the last update for this project.
  • Thumbnail_URL - The project thumbnail visible on the magicplan home screne.
  • Public_URL - This is available if you activated "Publish on the web".
  • Listing - By default, this field will have no value. You can use this field to enter an identifier to link corresponding projects in different systems. This will allow you to create workflows such as this one: A new project is created in magicplan when a deal in a CRM system meets certain criteria. When files are generated in magicplan, they are automatically transferred to the corresponding deal in your CRM.
  • Customer_Info_Name - Customer's name.
  • Customer_Info_Email - Customer's email.
  • Customer_Info_Phone - Customer's phone number.
  • Customer_Info_Street - Customer's street information.
  • Customer_Info_City - Customer's city.
  • Customer_Info_Province - Customer's province/state.
  • Customer_Info_Country - Customer's country.
  • Customer_Info_postalCode - Customer's postal code.
  • Customer_Info_shippingstreet - Customer's shipping street.
  • Customer_Info_shippingprovince - Customer's shipping province/state.
  • Customer_Info_shippingpostalCode - Customer's shipping postal code.
  • Customer_Info_shippingcountry - Customer's shipping country.
  • Customer_Info_shippingphone - Customer's shipping phone number.
  • Customer_Info_shipmentDate - Customer's shipment date.
  • Customer_Info_reference - Customer's reference.
  • Customer_Info_notes - Customer notes.
  • File_List_Name or File_Name - The generated file's name.
  • File_List_Category or File_Category - The generated file's category - Examples include Sketch PDF, Report PDF, Sketch Files, Roll Cut PDF, Statistics, Pictures, or Thumbnail.
  • File_List_Extension or File_Extension - The generated file's extension type.
  • File_List_URL or File_URL - The generated file's URL that will let you download or transfer that file.

magicplan Actions

The next step in building your Zap would be to include an ACTION. Below are explanations of the two different ACTIONS in magicplan that you can include in your Zap.

Action: Find Files

Find files exported on this plan. If exporting photos is your goal, you will need to include this step in between your initial TRIGGER and your final ACTION. Seen an overview of the different fields you need to populate below.

Data available for the Find Files action

  • Project ID - The project ID for your floor plan in magicplan
  • File Category - Select from the following file types. Pictures will be the selection if looking for Photos. (Sketch PDF, Report PDF, Sketch Files, Roll Cut PDF, Statistics Pictures, Thumbnail)

Action: Create New Project

Create a new magicplan project assigned to a workspace member. This one is relatively straightforward in terms of what it accomplishes. You can use this one to create a new project, with specific information already included, based on the TRIGGER you previously indicated. See an overview of the different fields you can populate below.

PLEASE NOTE: Depending on the software you used for your TRIGGER, you will see different options to populate the following fields with.

Data available for the Create New Project action

Project Info

  • Project Name - Type or select an option for where you want to pull a project name from.
  • User Email Address - Type or select an email address for the user email address you want to assign the project to.
  • Project Type - Residential or Commercial
  • Project Listing Reference - If your TRIGGER is a CRM / project management tool or scheduling system, this will be the Project ID you pull from the CRM.

Project Address

  • Street
  • Street Number
  • Postal Code
  • City
  • Province
  • Country

Customer Info

  • Name
  • Email
  • Phone
  • Street
  • City
  • Province
  • Country
  • Postal Code
  • Reference
  • Notes

What do I do when my Zap template is complete?

During the entire process, Zapier will double-check your configuration logic and confirm whether or not it works. After you've filled in all relevant fields and confirmed the Zap will work, you will have the option to enable your app. Once enabled, anytime you activate your TRIGGER, the Zap will be carried out.

Enjoy your brand new integration and have fun building out even more complicated and time-saving integrations via Zapier!

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