Ignition + Maximizer CRM

Ignition + Maximizer CRM integrations

Create notes on contacts in Maximizer when new proposals are accepted in Ignition

This powerful workflow allows you to create notes on contacts in Maximizer whenever a new proposal gets accepted in Ignition. If there is no contact yet in Maximizer, it creates one first. You can even include proposal details in Maximizer notes, including the link to download the proposal in PDF, enabling your sales team to have a complete customer view. Stay organized, never miss a beat, and effortlessly track your progress as you close deals and build stronger connections with your clients.

When this happens...
Proposal AcceptedTriggers when a proposal is accepted.
TriggerInstant
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Create NoteCreates new Note for Address Book/Opportunity/Lead/Case entry
ActionWrite

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More things you can do with Ignition and Maximizer CRM

Discover other triggers and actions you can use with Ignition and Maximizer CRM

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers when a proposal is accepted, once for each service. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Trigger
Instant
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- Client Name
  Required
- Deal Name
  Required
- Default Contact Name
  Required
- Client Email
  Required
- External Client ID
Action
Write
- Client Slug
  Required
Action
Search

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
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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
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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

Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Trigger
Instant
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- Client Name
  Required
- Default Contact Name
  Required
- Default Contact Email
  Required
- External Client ID
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write
- Client Slug
  Required
- Client Name
  Required
- Default Contact Name
- Default Contact Email
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- External Client ID
Action
Write
- Client Name
  Required
- Client Email
  Required
- External Client ID
Action
Search
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
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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
Polling
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
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- Parent Type
  Required
- Category
- Type
Trigger
Polling
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
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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 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 Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

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Related categories

Proposal & Invoice Management

Similar apps

Zoho Invoice

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Wave

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Qwilr

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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Related Zap Templates

Create notes in Maximizer and send Slack channel messages when clients accept new services in Ignition

Create tasks in Maximizer for new proposals marked as lost in Ignition

Create Maximizer contacts with notes from new proposals awaiting acceptance in Ignition