Create Hotlist tasks in Maximizer CRM when envelopes are sent or completed in DocuSign
This Zap allows you to stay updated on your contract deal status, effortlessly. Once it's active, you will have a Hotlist task created automatically and tiered to the corresponding address Book entry in your Maximizer account when a DocuSign envelope is sent or completed. This integration helps you to stay in the loop and ensures that crucial deal-related information is accurately recorded in Maximizer.
This Zap allows you to stay updated on your contract deal status, effortlessly. Once it's active, you will have a Hotlist task created automatically and tiered to the corresponding address Book entry in your Maximizer account when a DocuSign envelope is sent or completed. This integration helps you to stay in the loop and ensures that crucial deal-related information is accurately recorded in Maximizer.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
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Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
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New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
Opportunity 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
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