Connect Magentrix integrations
Mirror your enterprise CRM schema inside Magentrix to build highly customizable partner portals that scale channel sales. Connecting this platform to our workflow automation tool lets you instantly sync registered deals, validate program tiers, and distribute lead data across your tech stack. Register for free today to connect your first portal pipeline.
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Creates a new record.
Deletes a specified record.
Downloads a document.
Performs an arbitrary authorized API call.
Performs queries against any of the entities defined.
Updates a specified record.
Uploads a document.
Triggers when a new document has been added.
Triggers when a new record of the chosen entity has been created.
Connect any app with Magentrix
Popular Magentrix workflows.
Connect Magentrix to your tech stack with Make. Run automated workflows to sync customer portal data and save time.
Automate Magentrix Workflows and Sync Your Data with Make
Connect Magentrix with Make to automate your partner portal. Instantly sync files from Google Drive, update records from spreadsheets, and eliminate manual data entry with a simple visual builder.
Keep your partner portal updated by instantly transferring files from Google Drive or OneDrive to Magentrix.
Turn new spreadsheet data into Magentrix records automatically to keep your partner directories accurate.
Eliminate tedious copy-pasting by letting Make handle the data transfer between Magentrix and your other tools.
Share onboarding documents and training materials with partners the moment they are uploaded to your cloud storage.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
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