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Integrations/Magnetic
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Magnetic

Professional services platform for follow-ups, contacts, opportunities, jobs, tasks, and contact tags.

Supports agencies that schedule follow-ups, organize opportunities and jobs, assign tasks, and search contacts by client or field.

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Use Magnetic with Snow

Snow is a personal AI assistant that builds real apps for you, and they can put Magnetic to work.

What Snow can do with Magnetic

These are the Magnetic actions available to the apps you build with Snow. Connecting an account does not make Snow run these on its own.

  • 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 Current Follow-ups

    Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.

  • 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 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.

  • 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.

  • Get Contact Tags

    Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.

  • 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.

  • 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).

Ready to put Magnetic to work?

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