Magnetic Integration
Connect Magnetic to Arahi's no-code AI agents and automate workflows in minutes.
About the Magnetic integration
Magnetic Software is a single integrated cloud Project Management, Sales CRM & Accounts platform. With Arahi AI, 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.
- Category
- Project Management
- Authentication
- keys
Magnetic automation use cases
- Bug report → triaged task
- Turn Slack or Intercom messages into Magnetic tickets with labels, owner, and priority pre-set.
- Sprint digest to stakeholders
- Summarize Magnetic sprint progress into a weekly email for stakeholders — no manual report.
- Blocked-task escalation
- Ping managers when a Magnetic task sits in 'blocked' status for more than 48 hours.
- Time-tracking sync
- Sync Magnetic task time estimates and actuals into billing and resourcing tools.
Magnetic workflow examples
- Push Typeform briefs into Magnetic opportunities
Arahi 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 → Magnetic opportunity created with tags
- Surface Magnetic follow-ups into Slack each morning
Arahi 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.
Morning schedule → Get Current Follow-ups → Slack summary sent
- Search Magnetic contacts from Gmail replies
When a Gmail reply arrives, Arahi runs Search Client Contacts in Magnetic and logs the conversation on the matching contact record so account history stays complete.
Gmail reply received → Search Client Contacts → logged on match
Magnetic actions
- Get Current Follow-ups
- Tool to retrieve upcoming follow-ups assigned to the authenticated user. use after authentication to view scheduled tasks.
- 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 Magnetic 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 Magnetic Opportunity Statuses
- Tool to retrieve opportunity statuses. use when you need current status options for unsigned groupings (opportunities).
- Get Magnetic Task
- Tool to retrieve a task by its id. use after confirming you have the taskid.
- Get Magnetic User by ID
- 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.
- 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.
- Search Magnetic Tasks
- Tool to search tasks by a specified field and value. use when you need to filter and page tasks after authentication.