Schedule a design review session when sharing new work

When a design file is shared in magicplan, automatically create a review booking in ServiceTrade to secure time with the client.

Try:

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

ServiceTrade Explore ServiceTrade →

Triggers

New booking made

Fires when a new booking or appointment is made in ServiceTrade.

Booking rescheduled or canceled

Fires when a booking in ServiceTrade is changed or canceled.

New customer

Fires when a new customer books for the first time in ServiceTrade.

Actions

Create a booking

Creates a new booking or appointment in ServiceTrade.

Cancel or reschedule a booking

Cancels or moves a booking in ServiceTrade.

Create or update a customer

Creates or updates a customer record in ServiceTrade.

Add the booking to a calendar

Adds a booking from ServiceTrade to a connected calendar.

magicplan Explore magicplan →

Triggers

New file created

Fires when a new file or board is created in magicplan.

Comment added

Fires when someone comments on a file in magicplan.

File shared

Fires when a file in magicplan is shared with someone new.

Marked ready for review

Fires when a file in magicplan is marked ready for review.

Actions

Create file from template

Starts a new file in magicplan from a saved template.

Add comment

Posts a comment on a specific file in magicplan.

Export as image

Exports a frame or board from magicplan as a PNG or PDF.

Move to project

Moves a file in magicplan into a different project or folder.

Create custom design project assets for new appointments When a client books a session in ServiceTrade, automatically create a design file from a template in magicplan to kick off asset preparation. See details

Update client profiles when design work is ready for review When design collateral is marked ready for review in magicplan, automatically update the corresponding customer record in ServiceTrade with project progress. See details

See all ServiceTrade + magicplan integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Schedule a design review session when sharing new work” between ServiceTrade and magicplan?

Yes — describe it in the box above and Knit's Integrations Agent researches ServiceTrade and magicplan's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting magicplan and ServiceTrade improve my team's workflow?

It eliminates manual coordination between client bookings and creative asset production, ensuring design templates and customer files are updated automatically when appointments are made.

Can I automatically create collateral when a customer schedules a meeting?

Yes, you can configure ServiceTrade to prompt magicplan to build tailored project files from templates as soon as a new booking is confirmed.