Formstack + Maximizer CRM

Create cases in Maximizer CRM for new Formstack submissions

Streamline your lead management process with this Formstack to Maximizer CRM workflow. When new submissions are received in Formstack, this automation creates a case in Maximizer CRM, ensuring you stay on top of your leads without manual effort. Save time and improve efficiency by implementing this seamless process between your favorite apps.

When this happens...
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
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Create Case
Creates new Customer Service Case
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Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
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- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
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Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Scheduled
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
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- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
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Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write

- FormRequired
- Field identification
Trigger
Instant
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- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
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Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Learn more Help

Related categories

Forms & Surveys

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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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Formstack + Maximizer CRM

Create cases in Maximizer CRM for new Formstack submissions

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry

Parent TypeRequired

Category

Type

Date Notification for Opportunity

Date Notification for Task

Create Address Book Entry

Create Case

Create Favourite List

Create Lead Entry

Create Opportunity Entry

Update Address Book Entry

Add User Defined Fields (UDFs) to search criteria

Update Case

Update Lead Entry

Update Opportunity

Find Appointment

Find Lead

Find Opportunity

Find Address Book Entry

Add User Defined Fields (UDFs) to search criteria

Sort by

Sort Order

Search Limit

Restrict single record

Select User Defined Fields (UDFs) to include

Find or Create Lead entry

New Form Submission

FormRequired

Field identification

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New or Updated Address Book Entry

Entry typeRequired

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Appointment Entry

New or Updated Case Entry

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Interaction Entry

Date Notification for Lead

New or Updated Opportunity Entry

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Task Entry

Convert Lead Entry

Create Appointment

Create Document

Create Hotlist Task

Create Note

Create Personal Task

Update Appointment

Update Favourite List

Update Note

Update Task

Find Case

Find Note

Find Task