Magnetic integration

Productivity connector, available on Zeplik

Magnetic is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect Magnetic and Zeplik can act on your productivity for you: Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently. You stay in the conversation while the assistant does the work in Magnetic directly.

Zeplik exposes 8 read actions and 4 write actions for Magnetic. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in Magnetic without your consent.

Connect Magnetic on Zeplik

Try Magnetic on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

What Zeplik can do with Magnetic

Read from Magnetic (8)

Runs automatically in any conversation.

  • Get contact tags

    Tool to get all tags associated with a contact. use after confirming the contactid to list contact tags.

  • Get groupings

    Tool to retrieve a list of groupings. use after authentication when you need to select a grouping to comment on.

  • 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 opportunity statuses

    Tool to retrieve opportunity statuses. use when you need current status options for unsigned groupings (opportunities).

  • Get task

    Tool to retrieve a task by its id. use after confirming you have the taskid.

  • Get user

    Tool to get a magnetic user's details by id. use after confirming a valid user id to fetch their profile.

  • 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.

Act in Magnetic (4)

Runs only after you enable write access.

  • Clients get current followups

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

  • Clients search contacts

    Tool to search contacts by field or client id. use when you need to retrieve client contacts matching given criteria after authentication.

  • Tasks 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.

  • Tasks search tasks

    Tool to search tasks by a specified field and value. use when you need to filter and page tasks after authentication.

How to connect Magnetic

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try Magnetic immediately.

  2. Connect Magnetic

    Open Settings and go to Connectors, then press Connect on Magnetic. You can also connect from the Magnetic page in the app.

  3. Add your Magnetic API key

    Paste your Magnetic API key when prompted. Zeplik stores it securely on the server and starts working with Magnetic right away.

Frequently asked questions

Can I use Magnetic with Zeplik?
Yes. Magnetic is available as an integration on Zeplik. Connect it once and the AI assistant can work with your Magnetic account inside any conversation.
What can Zeplik do with Magnetic?
Once connected, Zeplik has 8 read and 4 write actions for Magnetic. Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
How do I connect Magnetic to Zeplik?
You connect Magnetic by pasting your own Magnetic API key in Settings under Connectors. There is no separate app to install.
Does Zeplik change things in Magnetic without asking?
No. Zeplik reads from Magnetic by default. Any action that changes data in Magnetic requires write access, which stays off until you enable it in Settings under Connectors.
How much does connecting Magnetic cost?
Connecting Magnetic is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.

Related productivity integrations

Connect Magnetic to your AI assistant

Every model, one chat. Bring Magnetic into Zeplik and let the assistant do the work.

Connect Magnetic on ZeplikBrowse all integrations