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Integratie / CRM

Magnetic integratie

Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.

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Over Magnetic

Magnetic is an all-in-one platform for managing projects, resources, and finances. It's built to help professional services firms work smarter and run their business with less hassle.

Alle integraties
Categorie
CRM, Productivity & Project Management
Verbinding
API-sleutel
Type
Tool
Acties
14
Tags
library

Voorbeeldprompts

Wat je Growf kunt vragen te doen met Magnetic

  • “List all upcoming follow-ups for me”
  • “Search client contacts by company name”
  • “Get all tags for contact ID 123”
  • “Show all users in my organization”

Beschikbare acties

14 acties die je agents kunnen uitvoeren in Magnetic

  • Get Current Follow-ups

    Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.

  • Search Client Contacts

    Tool to search contacts by field or client ID. Use when you need to retrieve client contacts matching given criteria after authentication.

  • Create Magnetic Grouping

    Tool to create a new opportunity or job (grouping) in Magnetic HQ. Use when you need to organize tasks and track project progress for a new opportunity or job.

  • Create Magnetic Task

    Tool to create a new task in Magnetic HQ. Use when you need to add tasks to the system, optionally assigning them to users or linking to opportunities.

  • Get Contact Tags

    Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.

  • Get Magnetic Grouping by ID

    Tool to retrieve details for a specific grouping (opportunity/job) by its ID. Use when you need detailed information about a specific grouping.

  • Get Grouping Statuses

    Tool to retrieve the list of statuses for signed groupings. Use after authentication when you need available grouping status options for tasks or jobs.

  • Get Grouping Tags

    Tool to retrieve tags associated with any groupings owned by the company. Use after authentication when grouping tags are needed.

  • Get Magnetic Opportunity Statuses

    Tool to retrieve opportunity statuses. Use when you need current status options for unsigned groupings (opportunities).

  • Get Magnetic Task

    Tool to retrieve a task by its ID. Use after confirming you have the taskId.

  • Get User by ID

    Tool to retrieve details for a specific Magnetic user by their ID. Use when you need to fetch a user's profile information.

  • Get Users

    Tool to retrieve the list of all users in the authenticated user's company. Use after authentication to audit or manage user accounts.

Zet Magnetic aan het werk in Growf.

Koppel het één keer en elke workspace, agent en workflow kan het gebruiken — veilig, met je team in de loop.

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