Create integrations between Maximizer CRM and HourStack to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Maximizer CRM and HourStack to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Case
Triggers when Case entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planParent TypeRequired
Category
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Opportunity
Triggers when Opportunity reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Task
Triggers when Task reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Address Book Entry
Creates new company, individual or contact in your Address Book
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Case
Creates new Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Favourite List
Creates new Favourite list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead Entry
Creates new Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Opportunity Entry
Creates new Opportunity entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove existing value for selected fields
Add User Defined Fields (UDFs) to search criteria
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Case
Updates existing Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Lead Entry
Updates existing Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Opportunity
Updates existing Opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Appointment
Searches for existing Appointment entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Lead
Searches for existing Lead entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Opportunity
Searches for existing Opportunity entry
ActionThis is an event a Zap performs.SearchFind existing data in your appAdd User Defined Fields (UDFs) to search criteria
Sort by
Sort Order
Search Limit
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Lead entry
Find or Create Lead entry
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspace IDRequired
NameRequired
Project IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Timer IDRequired
Time logged
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Label IDRequired
Name
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Timer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Name
Description
Notes
Due date
Member IDsRequired
Project ID
Label IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Task IDRequired
Name
Description
Notes
Due date
Member IDs
Project ID
Label IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Team IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Task IDRequired
Member ID
Time scheduled
Time logged
Timer is running
Timer is completed
Start dateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Source provider
Source ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Source provider
Source ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Source provider
Source ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Task Or Project NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspace IDRequired
NameRequired
Description
Notes
Due date
Member IDsRequired
Project ID
Label IDs
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspace IDRequired
Task Or Project NameRequired
Task IDRequired
Member ID
Time scheduled
Time logged
Timer is running
Timer is completed
Start dateRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Lead
Triggers when lead entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Task Entry
Triggers when there is a new or updated Task entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planConvert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Appointment
Creates new Appointment entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Personal Task
Creates new Personal Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Appointment
Updates existing Appointment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Favourite List
Updates existing Favourite List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Note
Updates existing Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Task
Updates existing Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Case
Searches for existing Case entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Note
Searches for existing Note entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task
Searches for existing Task entry
ActionThis is an event a Zap performs.SearchFind existing data in your appUser Key
First Name
Last Name
Email Address
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your appAdd User Defined Fields (UDFs) to search criteria
Sort by
Sort Order
Search Limit
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspace IDRequired
Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Client IDRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Timer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
NameRequired
Client ID
Color
Time Budgeted
Due at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Project IDRequired
Name
Client ID
Color
Time Budgeted
Due at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Timer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
NameRequired
Member IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Team IDRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Timer IDRequired
Member ID
Time scheduled
Time logged
Timer is running
Timer is completed
Start date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Project NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Team NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
NameRequired
Project IDs
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspace IDRequired
NameRequired
Client ID
Color
Time Budgeted
Due at
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspace IDRequired
NameRequired
Member IDs
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found