Maximizer CRM + OpenAI (GPT-3, DALL-E, Whisper)

Enrich new Maximizer companies with OpenAI and create notes

Automatically capture company details for new Maximizer Address Book entries. With OpenAI-powered note creation, every time a new company is added to Maximizer, relevant company details are automatically captured and neatly organized in a Maximizer note tied to this company, saving you time and effort. Stay on top of your business relationships and effortlessly access key information with this powerful automation solution.

When this happens...
New or Updated Address Book Entry
Triggers when there is a new or updated Address Book entry
TriggerScheduled
automatically do this...
Send Prompt
Sends a prompt to OpenAI and generate a completion.
ActionWrite
then do this!
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionWrite

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Supported triggers and actions

What does this mean?

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
Scheduled
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
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- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
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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
- 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 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
- Info 1
- Info 2
- ModelRequired
- TextRequired
- Info 3
- Temperature
- Maximum Length
- Top P
Action
Write
- InputRequired
Action
Write
- FileRequired
- Prompt
- Response Format
Action
Write
- PromptRequired
- Quality
- Size
- Style
Action
Write
- Info 1
- Info 2
- ModelRequired
- Source TextRequired
- Info 3
- Temperature
- Maximum Length
- Top P
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
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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 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
- Info 1
- Info 2
- Text to Be ClassifiedRequired
- CategoriesRequired
- Info 3
- ModelRequired
- Temperature
- Top P
Action
Write
- FileRequired
- Prompt
- Response Format
- Language of the Audio
Action
Write
- PromptRequired
- nRequired
- SizeRequired
Action
Write
- Info 1
- Info 2
- ModelRequired
- PromptRequired
- Info 3
- Temperature
- Maximum Length
- Stop Sequences
- Top P
- Frequency Penalty
- Presence Penalty
Action
Write
- Info 1
- Info 2
- ModelRequired
- TextRequired
- Voice
- Output File Format
- Speed
Action
Write
- QueryRequired
- DocumentsRequired
Action
Search

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.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About OpenAI (GPT-3, DALL-E, Whisper)

From the makers of ChatGPT, the OpenAI integration for GPT-3, DALL·E, or Whisper. Build AI powered workflows with OpenAI’s powerful models. An optimized ChatGPT integration is available here: https://zapier.com/apps/chatgpt/integrations

Learn more

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Maximizer CRM + OpenAI (GPT-3, DALL-E, Whisper)

Enrich new Maximizer companies with OpenAI and create notes

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry

Category

Type

Date Notification for Opportunity

Date Notification for Task

Create Address Book Entry

Create Case

Create Favourite List

Create Lead Entry

Create Opportunity Entry

Update Address Book Entry

Add User Defined Fields (UDFs) to search criteria

Update Case

Update Lead Entry

Update Opportunity

Find Appointment

Find Lead

Find Opportunity

Find Address Book Entry

Add User Defined Fields (UDFs) to search criteria

Sort by

Sort Order

Search Limit

Restrict single record

Select User Defined Fields (UDFs) to include

Find or Create Lead entry

Analyze Text Sentiment

Info 1

Info 2

ModelRequired

TextRequired

Info 3

Temperature

Maximum Length

Top P

Check Moderation

InputRequired

Create Translation

FileRequired

Prompt

Response Format

Generate Image With DALL·E 3

PromptRequired

Quality

Size

Style

Summarize Text

Info 1

Info 2

ModelRequired

Source TextRequired

Info 3

Temperature

Maximum Length

Top P

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New or Updated Address Book Entry

Entry typeRequired

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Appointment Entry

New or Updated Case Entry

CriteriaRequired