Create new Maximizer CRM cases from completed involve.me submissions
Streamline your involve.me submission process by automatically creating new cases in Maximizer CRM. With this workflow, each time a completed submission occurs in involve.me, a new case will be generated in your Maximizer CRM. Save time, reduce manual work, and ensure prompt case management for your clients.
Streamline your involve.me submission process by automatically creating new cases in Maximizer CRM. With this workflow, each time a completed submission occurs in involve.me, a new case will be generated in your Maximizer CRM. Save time, reduce manual work, and ensure prompt case management for your clients.
- When this happens...
- automatically do this!Create Case
Creates new Customer Service Case
- Free forever for core features
- 14 day trial for premium features & apps
involve.me ProjectRequired
Try ItEntry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItCriteriaRequired
Select User Defined Fields (UDFs) to include
Try It
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItDate Notification for Case
Triggers when Case entry reaches notification date
Try It