Automate Magicplan workflows for floor plans and estimates
Send new floor plans to Slack, create estimates in QuickBooks, and log field reports in Google Sheets.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Magicplan.
Update records in Magicplan automatically when data changes in the apps your team already uses.
Log Magicplan activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Magicplan
Ready-made flows built with Magicplan — preview one, then make it yours.
Ready to use Magicplan automations
Triggers and Actions in Magicplan Automations
viaSocket makes it simple to connect Magicplan and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new project is created
Runs the workflow automatically whenever a new project is created in the account.
When a project is updated
Runs the workflow automatically whenever a project is updated in the account.
Do thisActions
Action is the task that follows automatically within your Magicplan integrations.
List Plans
Retrieve plans using filters (Plan ID, Plan Name, or Owner Email), with sorting and optional pagination across pages.
Retrieve Workspace
Get a workspace's details, optionally including its users.
List Projects
List projects with optional search, sorting, and pagination; supports fetching all pages.
Find Project
Get details for a specific project by its ID.
Create Project
Runs the workflow automatically whenever a new project is created in the account.
Update Project
Update a project's name, description, acting user, or address information.
Real-world use cases of Magicplan integrations
See how Magicplan integrates with popular apps to automate tasks and streamline your workflow.
Send completed Magicplan floor plans to Slack so project teams can review site layouts.
Create QuickBooks estimates from Magicplan measurement updates when a field visit closes.
Log Magicplan field reports in Google Sheets after every inspection for ops tracking.
Push Magicplan estimate approvals to HubSpot and keep deal records current.
Route Magicplan floor plan requests to your CRM when a lead asks for a site survey.
Store Magicplan field reports in a spreadsheet after each job for weekly margin reviews.
How to get started with Magicplan automations
Automate when something happens in Magicplan
Login -> Create new flow -> Select trigger -> Search Magicplan -> Choose the trigger from the list
Take action in Magicplan when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Magicplan -> Choose the action from the list
Trigger
Action
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About Magicplan
magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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