Connect Knowa to Maximizer CRM and automate any workflow
![Knowa](https://zapier-images.imgix.net/storage/developer_cli/fe764b4c0889690d202434aa6b2f819f_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Knowa](https://zapier-images.imgix.net/storage/developer_cli/fe764b4c0889690d202434aa6b2f819f_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Maximizer CRM](https://zapier-images.imgix.net/storage/developer/1356c9785782b598be47a5213e7fbd15_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Maximizer CRM](https://zapier-images.imgix.net/storage/developer/1356c9785782b598be47a5213e7fbd15_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Knowa with Maximizer CRM - no code necessary. See how you can get setup in minutes.
Select a trigger from Knowa
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Maximizer CRM
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Knowa to Maximizer CRM
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Knowa and Maximizer CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Knowa and Maximizer CRM to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Organisation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation
- Discussion TitleRequired
- Optional Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation
- NameRequired
- Date & start timeRequired
- Tag
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation
- Space NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Date Notification for Lead
Triggers when lead entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New or Updated Task Entry
Triggers when there is a new or updated Task entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Appointment
Creates new Appointment entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Personal Task
Creates new Personal Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Appointment
Updates existing Appointment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Favourite List
Updates existing Favourite List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Note
Updates existing Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Task
Updates existing Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Case
Searches for existing Case entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Note
Searches for existing Note entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Task
Searches for existing Task entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Note
- Organisation
- Message action
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Organisation
- Discussion TitleRequired
- Optional Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation
- Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation
- MessageRequired
- URL
- Filename
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Date Notification for Case
Triggers when Case entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Parent TypeRequired
- Category
- Entry typeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Date Notification for Task
Triggers when Task reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Create Address Book Entry
Creates new company, individual or contact in your Address Book
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Case
Creates new Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Favourite List
Creates new Favourite list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Lead Entry
Creates new Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Opportunity Entry
Creates new Opportunity entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Case
Updates existing Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Lead Entry
Updates existing Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Opportunity
Updates existing Opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Appointment
Searches for existing Appointment entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Lead
Searches for existing Lead entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Opportunity
Searches for existing Opportunity entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find or Create Lead entry
Find or Create Lead entry
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found