Create OpenAI-powered Microsoft Outlook email drafts for new Maximizer opportunities
This OpenAI-powered solution automatically generates Outlook email drafts when new Maximizer opportunities reach the notification date, leveraging Maximizer's data on the opportunity and related Address Book entry. Never miss an opportunity to reach out to your Maximizer prospects again. Save time, increase productivity, and deliver personalized messages effortlessly with this seamless Zapier integration.
This OpenAI-powered solution automatically generates Outlook email drafts when new Maximizer opportunities reach the notification date, leveraging Maximizer's data on the opportunity and related Address Book entry. Never miss an opportunity to reach out to your Maximizer prospects again. Save time, increase productivity, and deliver personalized messages effortlessly with this seamless Zapier integration.
- When this happens...Date Notification for Opportunity
Triggers when Opportunity reaches notification date
- automatically do this...Send Prompt
Sends a prompt to OpenAI and generate a completion.
- then do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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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