ServiceTrade magicplan integration
Contents
About the integration
What it does
Create new magicplan projects automatically when a new job is scheduled in ServiceTrade.
Upload magicplan PDF reports directly to the corresponding ServiceTrade job record.
Attach photos captured in magicplan to ServiceTrade jobs automatically.
Sync customer location and contact data from ServiceTrade into magicplan project fields.
How it works?
The connection uses Zapier to link ServiceTrade and magicplan. When a job is created or updated in ServiceTrade, Zapier sends that data to magicplan to start a new project. Completed files and images from magicplan are sent back to ServiceTrade records through the same connection.
Requirements
Active magicplan account
ServiceTrade account
Zapier account
How to set it up
Log in to your Zapier account.
Select ServiceTrade and magicplan from the app list.
Choose a trigger from ServiceTrade, such as "New Job."
Choose an action for magicplan, such as "Create Project."
Log in to your ServiceTrade and magicplan accounts to authorize the connection.
Map the customer and job data from ServiceTrade to the correct project fields in magicplan.
Set up a second action or Zap to send magicplan exports back to ServiceTrade as attachments.
Test the connection and turn on the Zap.
