Generate OpenAI-powered acceptance criteria for new case entries in Maximizer and save them as Maximizer CRM notes
Every time a new case is created in Maximizer CRM, this Zap will automatically generate acceptance criteria with OpenAI and add it as a note to the issue. This way, even if the ticket/case consists of just one sentence, your GPT prompt will be able to add acceptance criteria that'll give you and your team more context to resolve the issue faster, and with no added clicks or keystrokes.
Every time a new case is created in Maximizer CRM, this Zap will automatically generate acceptance criteria with OpenAI and add it as a note to the issue. This way, even if the ticket/case consists of just one sentence, your GPT prompt will be able to add acceptance criteria that'll give you and your team more context to resolve the issue faster, and with no added clicks or keystrokes.
- When this happens...New or Updated Case Entry
Triggers when there is a new or updated Case entry
- automatically do this...Send Prompt
Sends a prompt to OpenAI and generate a completion.
- then do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
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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
Entry 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 ItNew or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try It