Connect Paperless Forms to Maximizer CRM and automate any workflow
Create your first workflow
Quickly connect Paperless Forms to Maximizer CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Paperless Forms with Maximizer CRM - no code necessary. See how you can get setup in minutes.
Connect Paperless Forms and Maximizer CRM to unlock the power of automation
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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.
- Form Name
Try It- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try It- New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try It - CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try It
- 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 - Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try It - Date Notification for Case
Triggers when Case entry reaches notification date
Try It