Zapier Integration

Learn how to use Zapier to integrate magicplan with other business tools, so you can automate your workflow.

Zapier is a powerful automation tool that connects your favorite apps, allowing them to work together seamlessly. With Zapier you can boost productivity by automating repetitive tasks and streamlining through the creation of "Zaps".

ℹ️ Note: The Zapier integration is only available for free users, Report, and Estimate subscriptions.

What is Zapier?

Zapier is an online automation platform that connects over 3,000 apps to make your work more efficient. It allows you to automate tasks between apps without the need for coding or development skills. With Zapier, you can create Zaps, which are automated workflows triggered by a specific event in one app that then performs an action in another app.

How does it work?

Zapier operates on a simple trigger-action mechanism. Here's a breakdown of how it works:

  1. Trigger: The trigger is the event that starts the Zap. It could be a new email, a form submission, or any other event in the connected app.
  2. Action: The action is the task that Zapier performs automatically in response to the trigger. For example, creating a task in a project management tool or sending a notification.
  3. Zap: The entire automated workflow, consisting of a trigger and an action, is known as a Zap.

Zapier supports a wide range of triggers and actions, making it a versatile tool for automating various tasks and processes.

How do I get started with Zapier?

You can easily signup for a free account using this link. With a free account, you can jump right into testing Zapier out with magicplan and thousands of other softwares.

Connecting magicplan with Zapier 

  1. Login or signup for Zapier.
  2. In the left side menu, scroll down and click "App". 
  3. Click the blue "+Add Connection" button in the upper left corner. 
  4. In the pop-up window, search for and select magicplan. When selected you will be asked for your API Key and Customer ID.
  5. You can find this information by logging into the magicplan Cloud. Click API & Integrations in the left side menu. 
  6. You can then copy and paste the API Key and Customer ID into the Zapier window and click "Continue". 
  7. Your magicplan account and Zapier are now connected!
    Learn how to create a Zap between magicplan and other softwares here.

Examples of Zaps You Can Create With magicplan

  • Send emails via Gmail for new files that are generated in magicplan. 
  • Save new files from magicplan to Google Drive. 
  • Upload new magicplan project files to Google Sheets.
  • Upload files to OneDrive with new magicplan files. 
  • Send new magicplan project files to a Slack channel. 
  • Send newly-exported project pictures in magicplan to Slack. 
Need some inspiration? See everything possible with magicplan and Zapier here.

ℹ️ Note: If you have any questions about Zapier, you can reach out to