Zapier integration enables you to seamlessly connect Maximizer with thousands of other apps, building faster processes and automating repetitive tasks.
Zapier is an online automation tool that empowers you to connect your Maximizer app with various apps essential for your business operations. With Zapier, you can:
-
Automate Repetitive Tasks: Connect two or more apps without coding or developer assistance, automating simple tasks that consume your valuable time.
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Effortlessly Move Data: Automatically transfer information between your web apps, freeing up time for your core responsibilities.
- Build Workflows with Just a Few Clicks: Create your custom workflows with an intuitive interface.
Features
Maximizer supports a rich set of Triggers and Actions for users to integrate with the apps available on the Zapier platform. They open up a world of possibilities for enhancing your workflow and productivity.
Triggers:
| Trigger | Trigger Description |
|
Date Notification for Address Book Entry |
Triggers when Address Book entry reaches notification date |
| Date Notification for Appointment Entry | Triggers when Appointment entry reaches notification date |
| Date Notification for Case | Triggers when Case entry reaches notification date |
| Date Notification for Lead | Triggers when lead entry reaches notification date |
| Date Notification for Opportunity | Triggers when Opportunity reaches notification date |
| Date Notification for Task | Triggers when Task reaches notification date |
| New or Updated Address Book Entry | Triggers when there is a new or updated Address Book entry |
| New or Updated Appointment Entry | Triggers when there is a new or updated Appointment entry |
| New or Updated Case Entry | Triggers when there is a new or updated Case entry |
| New or Updated Lead Entry | Triggers when there is a new or updated Lead entry |
| New or Updated Note Entry | Triggers when there is a new or updated Note entry |
| New or Updated Opportunity Entry | Triggers when there is a new or updated Opportunity entry |
| New or Updated Task Entry | Triggers when there is a new or updated Task entry |
Actions
| Action | Action Description |
|
CREATE |
|
| Create Address Book Entry | Creates new company, individual or contact in your Address Book |
| Create Appointment | Creates new Appointment entry |
| Create Case | Creates new Customer Service Case |
| Create Document |
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later. |
| Create Favourite List | Creates new Favourite list |
| Create Hotlist Task | Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry |
| Create Lead Entry | Creates new Lead Entry |
| Create Note |
Creates new Note for Address Book/Opportunity/Lead/Case entry |
| Create Opportunity Entry |
Creates new Opportunity entry |
| Create Personal Task |
Creates new Personal Task |
| UPDATE | |
| Convert Lead Entry |
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity |
| Update Address Book Entry |
Updates existing Address Book entry |
| Update Appointment |
Updates existing Appointment |
| Update Case |
Updates existing Customer Service Case |
| Update Favourite List |
Updates existing Favourite List |
| Update Lead Entry |
Updates existing Lead Entry |
| Update Note |
Updates existing Note |
| Update Opportunity |
Updates existing Opportunity |
| Update Task |
Updates existing Task |
| FIND | |
| Find Address Book Entry |
Searches for existing Address Book entry. Optionally, creates Address Book entry if none are found |
| Find or Create Address Book Entry |
Searches for existing Address Book Entry and can optionally create a new entry if none was found |
| Find Appointment |
Searches for existing Appointment entry |
| Find Case |
Searches for existing Case entry |
| Find Lead |
Searches for existing Lead entry |
| Find Maximizer User |
Searches for existing Maximizer User |
| Find Note |
Searches for existing Note entry |
| Find Opportunity |
Searches for existing Opportunity entry |
| Find Task |
Searches for existing Task entry |
Resources to Get Started with Zapier
|
Description |
URL |
| Getting Started Guide | |
| How to Create a Zap |
https://help.zapier.com/hc/en-us/articles/8496309697421#build-zaps-using-ai-beta--0-0 |
| Key Concepts |
https://help.zapier.com/hc/en-us/articles/8496181725453#action-0-0 |
| Maximizer and Zapier - Webinar Recording |
https://www.youtube.com/watch?v=7ltDcx6QlZg&ab_channel=Maximizer |
| Connect Maximizer with Other Apps | |
| Zapier Platform Quick Start Documentation | |
| Usage Measuring | |
| Pricing | |
| Zapier Help Center |
Popular Preconfigured Workflows
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<link rel="stylesheet" href="https://cdn.zapier.com/packages/partner-sdk/v0/zapier-elements/zapier-elements.css"/>
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sign-up-email="email_of_your_user@example.com"
sign-up-first-name="first_name_of_your_user"
sign-up-last-name="last_name_of_your_user"
client-id="a3MwTYJUNTXe3TIqtiAcOPBsbIHEDKBeaCoUMGmz"
theme="light"
ids="1258891,11883,11885,1384309,1580222"
limit=5
link-target="new-tab"
use-this-zap="show">
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