Contents
About the integration
What it does
Create a new project in magicplan automatically when a job or estimate is created in Service Fusion.
Create a magicplan project automatically when a Service Fusion job status changes (e.g. to Dispatched).
Generate a new customer record, job, or calendar task in Service Fusion after exporting a magicplan project.
Send magicplan files and floor plans to Service Fusion when a new file is generated.
How it works?
Data moves between Service Fusion and magicplan based on specific triggers set up in Zapier. When an action occurs in one platform, such as creating a new job, Zapier sends that information to the other platform to create a corresponding project or record.
Requirements
Active magicplan account
Active Service Fusion account
Active Zapier account
How to set it up
Log in to your Zapier account.
Connect your Service Fusion account by providing your credentials (Company ID, Username and Password).
Connect your magicplan account using your API key and Customer ID found in the magicplan Cloud.
Choose a trigger from Service Fusion, such as Job Status Updated, New Job, or New Estimate.
Select a corresponding action in magicplan, such as Create Project.
Map the data fields to ensure customer names and addresses transfer correctly.
Test the connection and turn on the Zap.
