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.
Example Use Cases
These are the Magnetic actions Snow can use when building apps with you. Connecting an account does not make Snow run these on its own.
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.
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.
Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
Tool to retrieve details for a specific grouping (opportunity/job) by its ID. Use when you need detailed information about a specific grouping.
Tool to retrieve a task by its ID. Use after confirming you have the taskId.
Tool to retrieve details for a specific Magnetic user by their ID. Use when you need to fetch a user's profile information.
Tool to retrieve the list of all users in the authenticated user's company. Use after authentication to audit or manage user accounts.
Tool to retrieve all companies from the Magnetic HQ account. Use after authentication to view all client companies.
Tool to search contacts by field or client ID. Use when you need to retrieve client contacts matching given criteria after authentication.
Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.