Workflow Automation
Connect Magnetic to Your AI Agents
Let your Wkil agents create and track opportunities, jobs, and tasks through Magnetic HQ.
Authentication: API key
What you can do
- Create and track opportunities and jobs
- Assign and manage tasks
- Search client contacts
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
Create Magnetic Grouping
Create a new opportunity or job record in Magnetic HQ.
Create Magnetic Task
Create a new task within Magnetic HQ.
Search Client Contacts
Search client contacts by field or client ID.
Get Current Follow-ups
Retrieve upcoming follow-ups assigned to the connected user.
Get Magnetic Grouping by ID
Retrieve details for a specific opportunity or job.
Practical agent use cases
- An agent creates a new job record as soon as a client signs off on a proposal.
- An agent lists a user's upcoming follow-ups to prioritize the day's outreach.
How it works with Wkil
- 1Choose the integrationAdd Magnetic to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
FAQ
Does this use my own Magnetic HQ account?
Yes — the connection authenticates with an API key scoped to your own Magnetic HQ company account.