Magnetic Integration — Automate Magnetic with AI on Beauto
Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
Category: project management, crm · 14 actions available
What you can automate with Magnetic
Beauto connects Magnetic with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Magnetic events, enrich Magnetic data with AI, or sync Magnetic with the rest of your stack — without writing code.
- Sync Magnetic data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Magnetic events and route the output anywhere
- Schedule recurring Magnetic tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Magnetic actions Beauto supports
- Get Current Follow-ups — Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
- Search Client Contacts — Tool to search contacts by field or client ID. Use when you need to retrieve client contacts matching given criteria after authentication.
- Create Magnetic Grouping — Tool 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 Task — Tool 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 Tags — Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.
- Get Magnetic Grouping by ID — Tool to retrieve details for a specific grouping (opportunity/job) by its ID. Use when you need detailed information about a specific grouping.
- Get Grouping Statuses — Tool to retrieve the list of statuses for signed groupings. Use after authentication when you need available grouping status options for tasks or jobs.
- Get Grouping Tags — Tool to retrieve tags associated with any groupings owned by the company. Use after authentication when grouping tags are needed.
- Get Magnetic Opportunity Statuses — Tool to retrieve opportunity statuses. Use when you need current status options for unsigned groupings (opportunities).
- Get Magnetic Task — Tool to retrieve a task by its ID. Use after confirming you have the taskId.
- Get User by ID — Tool to retrieve details for a specific Magnetic user by their ID. Use when you need to fetch a user's profile information.
- Get Users — Tool to retrieve the list of all users in the authenticated user's company. Use after authentication to audit or manage user accounts.
- List Companies — Tool to retrieve all companies from the Magnetic HQ account. Use after authentication to view all client companies.
- Get Grouping Custom Field Definitions — Tool to retrieve all custom field definitions for groupings. Use after authentication when you need to fetch available grouping custom field definitions for tasks.