Create appointments in Maximizer and send Microsoft Teams notifications when Chili Piper meetings are newly-rescheduled
Elevate your sales efficiency with this workflow. Whenever a meeting is rescheduled in Chili Piper, a new appointment will be automatically created in Maximizer, and a Teams notification will be sent, ensuring your sales team stays up to date, saving valuable time, and never missing a beat in the sales process.
Elevate your sales efficiency with this workflow. Whenever a meeting is rescheduled in Chili Piper, a new appointment will be automatically created in Maximizer, and a Teams notification will be sent, ensuring your sales team stays up to date, saving valuable time, and never missing a beat in the sales process.
- When this happens...Meeting Rescheduled
Chili Piper meeting is rescheduled
- automatically do this...Create Appointment
Creates new Appointment entry
- then do this!Send Chat Message
Sends a message in an existing chat.
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New Meeting
Triggers when a new meeting is booked.
Try ItOpportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try It
Meeting Rescheduled
Chili Piper meeting is rescheduled
Try ItEntry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItCriteriaRequired
Select User Defined Fields (UDFs) to include
Try It