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Magnetic

magnetic

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

Project ManagementCRMWeb del proveedor
Acciones
12
Triggers
0
Autenticación
—
OAuth gestionado
No
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (12)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Get Current Follow-upsMAGNETIC_CLIENTS_GET_CURRENT_FOLLOWUPSAcción

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

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Search Client ContactsMAGNETIC_CLIENTS_SEARCH_CONTACTSAcción

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

Parámetros de entrada

  • fieldstring

    The contact field to search by (e.g., 'email', 'name').

  • limitinteger

    Maximum number of results to return.

  • valuestring

    The value to match in the specified field.

  • offsetinteger

    Number of items to skip for pagination.

  • clientIdinteger

    Filter results to contacts belonging to this client ID.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Contact TagsMAGNETIC_GET_CONTACT_TAGSAcción

Tool to get all tags associated with a contact. use after confirming the contactid to list contact tags.

Parámetros de entrada

  • contactIdintegerObligatorio

    Unique ID of the contact whose tags to retrieve.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Magnetic GroupingsMAGNETIC_GET_GROUPINGSAcción

Tool to retrieve a list of groupings. use after authentication when you need to select a grouping to comment on.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Grouping StatusesMAGNETIC_GET_GROUPING_STATUSESAcción

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

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Grouping TagsMAGNETIC_GET_GROUPING_TAGSAcción

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

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Magnetic Opportunity StatusesMAGNETIC_GET_OPPORTUNITY_STATUSESAcción

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

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Magnetic TaskMAGNETIC_GET_TASKAcción

Tool to retrieve a task by its id. use after confirming you have the taskid.

Parámetros de entrada

  • taskIdintegerObligatorio

    The unique ID of the task to retrieve (must be positive).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Magnetic User by IDMAGNETIC_GET_USERAcción

Tool to get a magnetic user's details by id. use after confirming a valid user id to fetch their profile.

Parámetros de entrada

  • idintegerObligatorio

    Unique identifier of the user to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get UsersMAGNETIC_GET_USERSAcción

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

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Grouping Custom Field DefinitionsMAGNETIC_MAGNETIC_TASKS_GET_GROUPING_CUSTOM_FIELD_DEFINITIONSAcción

Tool to retrieve all custom field definitions for groupings. use after authentication when you need to fetch available grouping custom field definitions for tasks.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Search Magnetic TasksMAGNETIC_MAGNETIC_TASKS_SEARCH_TASKSAcción

Tool to search tasks by a specified field and value. use when you need to filter and page tasks after authentication.

Parámetros de entrada

  • pageinteger

    Page number for paginated results.

  • page_sizeinteger

    Number of tasks to return per page.

  • field_namestring

    The task field to filter by (e.g., 'status', 'name').

  • sort_fieldstring

    Field to sort the task results by.

  • sort_orderstringenum

    Sort direction: 'asc' for ascending or 'desc' for descending.

    ascdesc
  • field_valuestring

    The value to search for in the specified field.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not