Pick a template → connect your tools → go live in 2 minutes.
DeskFerry takes Typeform client briefs and creates Magnetic opportunities with tagged grouping so account managers see the incoming pipeline and can assign owners immediately today.
Typeform: Brief submitted
DeskFerry: Match & assign
Magnetic: Create opportunity with tags
DeskFerry runs Get Current Follow-ups and posts a Slack summary for each account manager with their outstanding actions of the day, grouped by priority and deadline.
Magnetic: Morning schedule triggered
DeskFerry: Decide the next action
Slack: Post follow-up summary
When a Gmail reply arrives, DeskFerry runs Search Client Contacts in Magnetic and logs the conversation on the matching contact record so account history stays complete.
Gmail: Reply received
DeskFerry: Decide the next action
Magnetic: Search client contacts
Magnetic: Log conversation on contact
An event occurs in Magnetic or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Magnetic and other tools — no manual work required.
Magnetic simplifies workflows, while DeskFerry empowers these tasks with AI agents.
Turn Slack or Intercom messages into Magnetic tickets with labels, owner, and priority pre-set.
Summarize Magnetic sprint progress into a weekly email for stakeholders — no manual report.
Ping managers when a Magnetic task sits in 'blocked' status for more than 48 hours.
Sync Magnetic task time estimates and actuals into billing and resourcing tools.
Ready-to-use Magnetic actions you can add to your agents instantly.
Custom API calls to Magnetic with full control for advanced use cases.
Sign in to your DeskFerry account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes DeskFerry to access your API using API Key.
Choose "Magnetic" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure API Key authentication, ensuring only authorized workflows access your Magnetic data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Magnetic Software is a single integrated cloud Project Management, Sales CRM & Accounts platform. With DeskFerry, you can connect Magnetic to Asana, awork, Basecamp and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a productivity tool, Magnetic connects with other productivity apps like Asana, awork, Basecamp, ClickUp through DeskFerry's integration platform. Build multi-step automations that combine Magnetic with AI-powered decision making, data transformation, and cross-app orchestration.
Every item is a real, named endpoint from Magnetic's API. Your agent can watch events and run 12 actions — no glue code.
Things the agent can do
Tool to retrieve upcoming follow-ups assigned to the authenticated user. use after authentication to view scheduled tasks.
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.
Tool to retrieve a list of groupings. use after authentication when you need to select a grouping to comment on.
Tool to retrieve the list of statuses for signed groupings. use after authentication when you need available grouping status options for tasks or jobs.
Tool to retrieve tags associated with any groupings owned by the company. use after authentication when grouping tags are needed.
Tool to retrieve opportunity statuses. use when you need current status options for unsigned groupings (opportunities).
Tool to retrieve a task by its id. use after confirming you have the taskid.
Tool to get a magnetic user's details by id. use after confirming a valid user id to fetch their profile.
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 custom field definitions for groupings. use after authentication when you need to fetch available grouping custom field definitions for tasks.
Tool to search tasks by a specified field and value. use when you need to filter and page tasks after authentication.
Curated for Magnetic's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Magnetic.
