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Automations

Bring your workflows and processes to a whole new level with Automations. Automations allows you to set up automated processes that seamlessly integrate with your daily tasks. Whether you want to trigger specific actions when a user completes a task or automatically sign an opportunity when a Cost Estimate enters the Client Approved status, Workflows empowers you to make it happen effortlessly.

Imagine the time saved and the efficiency gained by automating repetitive tasks. With Workflows, you can define triggers and actions based on specific events within your Magnetic account. For example, you can create a workflow that sends a notification to team members each time a user closes a task. This ensures that everyone stays informed and up to date, promoting collaboration and timely project completion.

From simple to complex workflows, Magnetic's Automations puts you in control of your agency business software

Automations allows you to automate critical processes within your agency operations. As an example, when a Cost Estimate reaches the Client Approved status, you can set up a workflow that automatically triggers the signing of the opportunity. This eliminates the need for manual intervention, reduces delays, and ensures a smooth progression from one stage to the next. With Automations, you have the power to streamline your sales process and enhance customer satisfaction.

Magnetic Automations

Setting up Automations is a breeze. With an intuitive interface, you can easily define the triggers, specify the conditions, and choose the actions you want to be executed. The flexibility of Automations enables you to customise according to your unique business requirements. Whether you need simple or complex workflows, Automations provides the tools to bring your vision to life.

Magnetic Automation Example

By leveraging the capabilities of Automation, you can focus more time and energy on value-added activities. Instead of spending hours on manual tasks, you can let Workflows handle them automatically, freeing you up to concentrate on strategic initiatives and driving business growth.

Automations in Magnetic is a game-changer for automating processes within your account. From triggering actions based on task completions to automating the signing of opportunities, Automations empowers you to streamline operations, boost productivity, and improve overall efficiency.

WHAT OUR CLIENTS SAY ABOUT US

Easy to learn. Easy to use. Notifications of updates to the job on email. Track conversations on the job. Everything is in one place. Easy to invoice jobs.

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