Docusign + Microsoft Teams + Maximizer CRM

Create notes on Maximizer contacts when new DocuSign envelopes are completed

No more juggling multiple platforms to update your Maximizer contacts when a deal is sealed. With this powerful integration, new DocuSign envelopes completed by your clients automatically create informative notes on your Maximizer contacts. If the contact doesn't yet exist in Maximizer, the Zap will create one first. Keep your sales records organized and stay ahead of your competition with every detail at your fingertips.

No more juggling multiple platforms to update your Maximizer contacts when a deal is sealed. With this powerful integration, new DocuSign envelopes completed by your clients automatically create informative notes on your Maximizer contacts. If the contact doesn't yet exist in Maximizer, the Zap will create one first. Keep your sales records organized and stay ahead of your competition with every detail at your fingertips.

  1. When this happens...
    DocusignDocusign
    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.

    TriggerScheduled
  2. automatically do this...
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
  3. then do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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  • Signatures

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microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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  • Team Chat

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maximizer logo

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
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  • CRM (Customer Relationship Management)

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