Donorbox + Maximizer CRM Integrations
How to connect Donorbox + Maximizer CRM
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New or Updated CampaignAdd a new campaign. Can be used to update an existing campaign too.Trigger- New or Updated DonationAdd a new donation. Can be used to update an existing donation too.Trigger
- New or Updated DonorAdd a new donor. Can be used to update an existing donor too.Trigger
- New or Updated PlanAdd a new plan. Can be used to update an existing plan too.Trigger
Polling Address Book EntryTriggers when there's a new and/or updated address book entry.Trigger- Date Notification for AB EntriesTriggers when the address book entry reaches the notification date.Trigger
- Polling Appointment EntryTriggers when there's a new and/or updated appointment entry.Trigger
- Date Notification for Appointment EntryTriggers when the Appointment entry reaches the notification date.Trigger
- Maximizer CRM
Triggers when there's a new and/or updated case entry.
Scheduled
Trigger
- Maximizer CRM
Triggers when the case entry reaches the notification date.
Scheduled
Trigger
- Maximizer CRM
Triggers when there's a new and/or updated lead entry.
Scheduled
Trigger
- Maximizer CRM
Triggers when the lead entry reaches the notification date.
Scheduled
Trigger
- Maximizer CRM
Triggers when there's a new and/or updated note entry.
Scheduled
Trigger
- Maximizer CRM
Triggers when there's a new and/or updated opportunity entry.
Scheduled
Trigger
- Maximizer CRM
Triggers when the opportunity reaches the notification date.
Scheduled
Trigger
- Maximizer CRM
Triggers when there's a new and/or updated task entry.
Scheduled
Trigger
- Maximizer CRM
Triggers when the Task reaches the notification date.
Scheduled
Trigger
- Maximizer CRM
Convert Lead Entry
Scheduled
Action
- Maximizer CRM
Creates a new company, individual or contact in your address book.
Scheduled
Action
- Maximizer CRM
Create Appointment
Scheduled
Action
- Maximizer CRM
Create a Customer Service Case
Scheduled
Action
- Maximizer CRM
Creates a new document. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Scheduled
Action
- Maximizer CRM
Create a Favourite List
Scheduled
Action
- Maximizer CRM
Create Hotlist Task for abentry/opportunity/lead/case entry
Scheduled
Action
- Maximizer CRM
Create Lead Entry
Scheduled
Action
- Maximizer CRM
Create Note for abentry/opportunity/lead/case entry
Scheduled
Action
- Maximizer CRM
Create Opportunity Entry
Scheduled
Action
- Maximizer CRM
Create Personal Task
Scheduled
Action
- Maximizer CRM
Update Address Book Entry
Scheduled
Action
- Maximizer CRM
Update Appointment by Appointment Key
Scheduled
Action
- Maximizer CRM
Update a Customer Service Case
Scheduled
Action
- Maximizer CRM
Update Favourite List
Scheduled
Action
- Maximizer CRM
Update Lead Entry
Scheduled
Action
- Maximizer CRM
Update Note by Note Key
Scheduled
Action
- Maximizer CRM
Update Opportunity
Scheduled
Action
- Maximizer CRM
Update Task by Task Key
Scheduled
Action
- Maximizer CRM
Search Action for Appointment
Scheduled
Action
- Maximizer CRM
Search Action for Case
Scheduled
Action
- Maximizer CRM
Search Action for Lead.
Scheduled
Action
- Maximizer CRM
Search Action for Note
Scheduled
Action
- Maximizer CRM
Search Action for Opportunity
Scheduled
Action
- Maximizer CRM
Search Action for Task
Scheduled
Action
- Maximizer CRM
Search Action for Address Book Entry.
Scheduled
Action
- Maximizer CRM
Search Action for Maximizer Users by Key or Name
Scheduled
Action
- Maximizer CRM
Find or Create Address Book entry
Scheduled
Action
How Donorbox + Maximizer CRM Integrations Work
- Step 1: Authenticate Donorbox and Maximizer CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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