Google Tasks + Maximizer CRM

Create tasks in Google Tasks from new date notifications for address book entries in Maximizer CRM

Organize your tasks efficiently when a date notification for an address book entry arrives in Maximizer CRM. With this workflow, that notification can immediately generate a new task in your Google Tasks, keeping you updated and focused. Lower the risk of important reminders falling by the wayside and enhance your productivity through seamless coordination between your CRM and task management tools.

When this happens...
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
TriggerScheduled
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

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
- Task ListRequired
Trigger
Scheduled
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New Task List
Triggers when a new task list is created.
Trigger
Scheduled
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- Task ListRequired
- TitleRequired
- Notes
- Due On
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Results will output in a line-item format. Subsequent action steps will need to support line-items. If not, you can transform this into t
- Task ListRequired
- Display Completed TasksRequired
Action
Search

- 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
- Task ListRequired
Trigger
Scheduled
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- List TitleRequired
Action
Write
- ListRequired
- TaskRequired
- Title
- Status
- Notes
- Due Date
Action
Write
- ListRequired
- TitleRequired
Action
Search
- ListRequired
- TitleRequired
- Task ListRequired
- Notes
- Due On
Action
Search or write

About Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.

Learn more Help

Related categories

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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)

Similar apps

Zapier Interfaces

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

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Google Tasks + Maximizer CRM

Create tasks in Google Tasks from new date notifications for address book entries in Maximizer CRM

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

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 Completed Task

Task ListRequired

New Task List

Create Task

Task ListRequired

TitleRequired

Notes

Due On

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Tasks by List

Results will output in a line-item format. Subsequent action steps will need to support line-items. If not, you can transform this into t

Task ListRequired

Display Completed TasksRequired

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