Magnetic
magneticMagnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
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_FOLLOWUPSAcciónTool to retrieve upcoming follow-ups assigned to the authenticated user. use after authentication to view scheduled tasks.
MAGNETIC_CLIENTS_GET_CURRENT_FOLLOWUPSAcciónTool 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
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Search Client ContactsMAGNETIC_CLIENTS_SEARCH_CONTACTSAcciónTool to search contacts by field or client id. use when you need to retrieve client contacts matching given criteria after authentication.
MAGNETIC_CLIENTS_SEARCH_CONTACTSAcciónTool to search contacts by field or client id. use when you need to retrieve client contacts matching given criteria after authentication.
Parámetros de entrada
fieldstringThe contact field to search by (e.g., 'email', 'name').
limitintegerMaximum number of results to return.
valuestringThe value to match in the specified field.
offsetintegerNumber of items to skip for pagination.
clientIdintegerFilter results to contacts belonging to this client ID.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Contact TagsMAGNETIC_GET_CONTACT_TAGSAcciónTool to get all tags associated with a contact. use after confirming the contactid to list contact tags.
MAGNETIC_GET_CONTACT_TAGSAcciónTool to get all tags associated with a contact. use after confirming the contactid to list contact tags.
Parámetros de entrada
contactIdintegerObligatorioUnique ID of the contact whose tags to retrieve.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Magnetic GroupingsMAGNETIC_GET_GROUPINGSAcciónTool to retrieve a list of groupings. use after authentication when you need to select a grouping to comment on.
MAGNETIC_GET_GROUPINGSAcciónTool 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
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Grouping StatusesMAGNETIC_GET_GROUPING_STATUSESAcciónTool to retrieve the list of statuses for signed groupings. use after authentication when you need available grouping status options for tasks or jobs.
MAGNETIC_GET_GROUPING_STATUSESAcciónTool 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
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Grouping TagsMAGNETIC_GET_GROUPING_TAGSAcciónTool to retrieve tags associated with any groupings owned by the company. use after authentication when grouping tags are needed.
MAGNETIC_GET_GROUPING_TAGSAcciónTool 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
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Magnetic Opportunity StatusesMAGNETIC_GET_OPPORTUNITY_STATUSESAcciónTool to retrieve opportunity statuses. use when you need current status options for unsigned groupings (opportunities).
MAGNETIC_GET_OPPORTUNITY_STATUSESAcciónTool to retrieve opportunity statuses. use when you need current status options for unsigned groupings (opportunities).
Parámetros de entrada
Sin parámetros.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Magnetic TaskMAGNETIC_GET_TASKAcciónTool to retrieve a task by its id. use after confirming you have the taskid.
MAGNETIC_GET_TASKAcciónTool to retrieve a task by its id. use after confirming you have the taskid.
Parámetros de entrada
taskIdintegerObligatorioThe unique ID of the task to retrieve (must be positive).
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Magnetic User by IDMAGNETIC_GET_USERAcciónTool to get a magnetic user's details by id. use after confirming a valid user id to fetch their profile.
MAGNETIC_GET_USERAcciónTool to get a magnetic user's details by id. use after confirming a valid user id to fetch their profile.
Parámetros de entrada
idintegerObligatorioUnique identifier of the user to retrieve
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get UsersMAGNETIC_GET_USERSAcciónTool to retrieve the list of all users in the authenticated user's company. use after authentication to audit or manage user accounts.
MAGNETIC_GET_USERSAcciónTool 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
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Grouping Custom Field DefinitionsMAGNETIC_MAGNETIC_TASKS_GET_GROUPING_CUSTOM_FIELD_DEFINITIONSAcciónTool to retrieve all custom field definitions for groupings. use after authentication when you need to fetch available grouping custom field definitions for tasks.
MAGNETIC_MAGNETIC_TASKS_GET_GROUPING_CUSTOM_FIELD_DEFINITIONSAcciónTool 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
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Search Magnetic TasksMAGNETIC_MAGNETIC_TASKS_SEARCH_TASKSAcciónTool to search tasks by a specified field and value. use when you need to filter and page tasks after authentication.
MAGNETIC_MAGNETIC_TASKS_SEARCH_TASKSAcciónTool to search tasks by a specified field and value. use when you need to filter and page tasks after authentication.
Parámetros de entrada
pageintegerPage number for paginated results.
page_sizeintegerNumber of tasks to return per page.
field_namestringThe task field to filter by (e.g., 'status', 'name').
sort_fieldstringField to sort the task results by.
sort_orderstringenumSort direction: 'asc' for ascending or 'desc' for descending.
ascdescfield_valuestringThe value to search for in the specified field.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not