Turn won deals into jobs
Connect
SPIRITT
MagneticMagnetic
From inquiry to staffed job
SPIRITT runs the setup work in Magnetic. It turns inquiries and won deals into opportunities and jobs, builds task plans with owners, dates, effort and billing flags, and keeps your follow-ups from slipping.
What you can do with Magnetic.
Jobs set up in minutes
Won work becomes a Magnetic job with a full, assigned task plan.
Estimates built into tasks
Effort, dates and billable flags are set so planning and invoicing start clean.
Follow-ups never slip
Your upcoming follow-ups and client contacts surface every morning.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for your new business and project setup work.
02
Connect Magnetic
Connect Magnetic with your API key so SPIRITT can work with opportunities, jobs, tasks and contacts.
03
Delegate an outcome
Describe your intake and delivery playbook. SPIRITT applies it to every new piece of work.
Hand over a mission.
Choose a mission. Make it yours.
Put Magnetic to work.
New work, ready to deliver.
Questions
Magnetic, with SPIRITT.
01What can SPIRITT do in Magnetic?+
Create opportunities, jobs and tasks, and read companies, contacts, contact tags, follow-ups, users, statuses, tags and custom field definitions.
02How do I connect Magnetic?+
Connect it with your Magnetic API key.
03Can tasks carry estimates and billing?+
Yes. Each task can have effort in minutes, tracked time, dates, an owner and a billable flag.
04Can work be linked to an opportunity?+
Yes. Tasks are created against the right opportunity or job.
05How do follow-ups reach me?+
SPIRITT pulls your upcoming follow-ups and sends them where you work, such as Slack each morning.
06Can it follow our playbooks?+
Yes. SPIRITT reads your SOPs and creates the same task plan for every job of that type it sets up.