Magnetic integration
Magnetic Software is a single integrated cloud Project Management, Sales CRM & Accounts platform.
What your agents can do with Magnetic
6 pre-built Magnetic tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (5)
Log Time on Task
Log time on an existing task.
Find Task
Search for a task by name or description.
Create Task
Create a new task.
Create Opportunity/Job
Create a new opportunity/job.
Create Contact
Create a new contact.
Triggers (1)
New Task Created
Emit new event when a new task is created.
Set up Magnetic in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Magnetic account
In Relevance AI, open Integrations and add Magnetic, then paste your API key. You will find it in your Magnetic account settings.
Use Magnetic in an agent
Create a tool, add a Magnetic tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Magnetic to work in your agents
Connect Magnetic alongside 1,800+ other integrations and let your agents run the busywork.