Grain + Maximizer CRM + Looping by Zapier

Save new Grain recordings as Maximizer documents

When a new recording is added in Grain, this Zap automatically saves it to Maximizer documents for all identified meeting participants. Save time by eliminating manual uploads, ensure compliance, and keep your CRM up to date with key customer interactions—all without lifting a finger.

When this happens...
Recording AddedTriggers when a new Recording is created.
TriggerInstant
automatically do this...
Create Loop From Line ItemsCreates a new Loop from line item(s). This is an advanced action!
ActionWrite
then do this!
Create DocumentCreates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
ActionWrite

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Discover other triggers and actions you can use with Grain, Looping by Zapier, and more

- Include Transcript
- Include Speakers
Trigger
Instant
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- Include Transcript
- Include Speakers
Trigger
Instant
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Recording Deleted
Triggers when a Recording is deleted.
Trigger
Instant
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Story Added
Triggers when a new Story is created.
Trigger
Instant
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Story Updated
Triggers when a Story is updated.
Trigger
Instant
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- Recording ID
  Required
- Format
  Required
Action
Search
- Help Warning
- Loop iteration counter start
- Loop iteration counter end
- Loop iteration counter increment amount
- Maximum number of Loop iterations
Action
Write

New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
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New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Trigger
Instant
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- Entry type
  Required
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
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- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
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- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
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Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
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
- Remove existing value for selected fields
- 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 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

Highlight Deleted
Triggers when a Highlight is deleted.
Trigger
Instant
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- Include Highlights
- Include Participants
- Include Calendar Event
- Include HubSpot
- Include AI Action Items
- Include AI Summary
- Include AI Sections
Trigger
Instant
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- Include Highlights
- Include Participants
- Include Calendar Event
- Include HubSpot
- Include AI Action Items
- Include AI Summary
- Include AI Sections
Trigger
Instant
Try It
Story Deleted
Triggers when a Story is deleted.
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Help Warning
- Values to Loop
  Required
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
Action
Write
- Help Warning
- Values to Loop
  Required
- Text Delimiter
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
Action
Write
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
Try It
- Parent Type
  Required
- Category
- Type
Trigger
Polling
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
Try It
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 Campaign
Searches for existing Campaign
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

About Grain

Grain joins your calls to take notes, document the next steps, and file automated meeting notes in platforms like Slack, HubSpot, and more.

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Related categories

AI Meeting Assistants

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.

Learn moreLearn moreHelpHelp

Related categories

Developer Tools

Zapier

Related Zap Templates

Save details of new Grain recordings to Maximizer notes

Related Zap Templates

Save details of new Grain recordings to Maximizer notes