Connect Broadly to Maximizer CRM and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- BusinessRequired
- Lead Source
Try It- BusinessRequired
- Email
- Given
- Surname
- Preferred
- Full Name
- Phone
- Customer Since
- Subscribed (defaults to true if not specified)
- Promoter Status
- Last Transaction
- Provider Name
- Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try It - Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try It
Related categories
Related categories