Magnetic

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

12 actionsAPI key

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What your bot can do in Magnetic

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  • Get Current Follow-upsRetrieve upcoming follow-ups assigned to the authenticated user.
  • Get Magnetic TaskRetrieve a task by its id.
  • Get Magnetic User by IDGet a magnetic user's details by id.
  • Get UsersRetrieve the list of all users in the authenticated user's company.
  • Search Client ContactsSearch contacts by field or client id.
  • Search Magnetic TasksSearch tasks by a specified field and value.
  • Get Contact TagsGet all tags associated with a contact.
  • Get Grouping Custom Field DefinitionsRetrieve all custom field definitions for groupings.
  • Get Grouping StatusesRetrieve the list of statuses for signed groupings.
  • Get Grouping TagsRetrieve tags associated with any groupings owned by the company.
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  • Get Magnetic GroupingsRetrieve a list of groupings.
  • Get Magnetic Opportunity StatusesRetrieve opportunity statuses.

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