Magentrix launches Zapier app integration allowing clients to automate tasks in their Magentrix portal with access to over 2000 apps available.
“We are very excited to have launched Magentrix’s Zapier app integration for our clients,” said Sam Arjmandi, co-founder and chief technology officer of Magentrix. “Magentrix is always looking for ways to expand our capabilities and give clients all the tools they need for success. I know our clients will be extremely pleased with the possibilities the Zapier app integration opens up.”
Zapier allows clients to create automated tasks, known as Zaps, consisting of a trigger and one or more actions, that connect Magentrix to any of the apps available on Zapier. Including Google Sheets, Google Docs, Gmail, Salesforce, Box, Dropbox, Adobe Sign, HubSpot, and more. The Zap will run the action steps whenever the trigger takes place. Clients can set up their own automated workflows to save time and increase consistency and visibility.
Some of Magentrix’s available Zap templates include:
- uploading a file to Magentrix documents when a file is added to Google Drive
- updating a Magentrix user’s profile when a DocuSign activity is completed
- having Google Forms create a Magentrix record
- and many more