All connectors
Magnetic
14 tools · Project Management · CRM
Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
Connect Magnetic
- Open Slashspace and go to Settings, then Connectors.
- On Discover, search for Magnetic and click Connect.
- Sign in to Magnetic in your browser. Slashspace updates when the account is connected.
- Then ask for what you need in any Agent mode chat. Magnetic is on in every chat unless you switch it off.
What your chats can do
14 tools from Magnetic.
- Get Current Follow-upsTool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
- Search Client ContactsTool to search contacts by field or client ID. Use when you need to retrieve client contacts matching given criteria after authentication.
- Create Magnetic GroupingTool 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 TaskTool 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 TagsTool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.
- Get Magnetic Grouping by IDTool to retrieve details for a specific grouping (opportunity/job) by its ID. Use when you need detailed information about a specific grouping.
- Get Grouping StatusesTool to retrieve the list of statuses for signed groupings. Use after authentication when you need available grouping status options for tasks or jobs.
