Magnetic + Stream Deck
project-management · crm · 0 triggers · 14 actions
Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently. Add Magnetic to your Stream Deck workflows with guided setup for the connection details it needs.
- No code
- Free tier
- One Stream Deck press
- Pairs with OBS & Elgato tools
- OAuth & keys handled in-builder
Popular ways to use Magnetic
Add Magnetic to a workflow and pair it with a Stream Deck button to run it in one press — handy for project-management tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesTriggers & actions
Steps your workflow can perform in Magnetic.
Create Magnetic Grouping
Tool to create a new opportunity or job (grouping) in Magnetic HQ. Use when you need to organize tasks and track project progress for a new opportunity or job.
Create Magnetic Task
Tool to create a new task in Magnetic HQ. Use when you need to add tasks to the system, optionally assigning them to users or linking to opportunities.
Get Current Follow-ups
Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
Get Magnetic Grouping by ID
Tool to retrieve details for a specific grouping (opportunity/job) by its ID. Use when you need detailed information about a specific grouping.
Get Magnetic Task
Tool to retrieve a task by its ID. Use after confirming you have the taskId.
Get User by ID
Tool to retrieve details for a specific Magnetic user by their ID. Use when you need to fetch a user's profile information.
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.
List Companies
Tool to retrieve all companies from the Magnetic HQ account. Use after authentication to view all client companies.
About Magnetic
Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
project-managementcrm
How to connect
1
Sign up for free
Create your Conductor Deck account: no credit card required.
2
Connect Magnetic
Follow the setup prompts for Magnetic. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
3
Build a workflow
Add a Magnetic action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
4
Assign to Stream Deck
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Frequently asked questions
- How do I connect Magnetic?
- Sign up for Conductor Deck, then add a Magnetic step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
- Is it free?
- Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
- What's the difference between a trigger and an action?
- A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.
Automate Magnetic with your Stream Deck
Sign up for free and start building Magnetic workflows in minutes.