Maximizer CRM + MySQL

Create new Maximizer CRM address book entries from new MySQL rows

Effortlessly maintain your contact information up-to-date with this MySQL to Maximizer CRM workflow! When a new row is added in your MySQL database, an address book entry is created in your Maximizer CRM, ensuring your contact list is always current. Simplify your contact management and save time by setting up this seamless automation today.

When this happens...
New Row
Triggered when you add a new row.
TriggerScheduled
automatically do this!
Create Address Book Entry
Creates new company, individual or contact in your Address Book
ActionWrite

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Supported triggers and actions

What does this mean?

- Table/ViewRequired
Trigger
Scheduled
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- QueryRequired
Trigger
Scheduled
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- Table/ViewRequired
- Primary KeyRequired
- Order ByRequired
- Trigger Column
Trigger
Scheduled
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- TableRequired
- ID ColumnRequired
Action
Write
- QueryRequired
Action
Search

- 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

- Table/ViewRequired
- Order By
- Dedupe Key
Trigger
Scheduled
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New Table
Triggered when you add a new table.
Trigger
Scheduled
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- TableRequired
Action
Write
- TableRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
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

About Maximizer CRM

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About MySQL

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Maximizer CRM + MySQL

Create new Maximizer CRM address book entries from new MySQL rows

New Column

New Row (Custom Query)

QueryRequired

New or Updated Row

Table/ViewRequired

Primary KeyRequired

Order ByRequired

Trigger Column

Update Row

TableRequired

ID ColumnRequired

Find Row via Custom Query

QueryRequired

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

Select User Defined Fields (UDFs) to include

New or Updated Interaction Entry

Date Notification for Lead

New or Updated Opportunity Entry

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Task Entry

Convert Lead Entry

Create Appointment

Create Document

Create Hotlist Task

Create Note

Create Personal Task

Update Appointment

Update Favourite List

Update Note

Update Task

Find Case

Find Note

Find Task

Find Maximizer User

User Key

First Name

Last Name

Email Address

Restrict single record

Select User Defined Fields (UDFs) to include

Find or Create 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

New Row

Table/ViewRequired

Order By

Dedupe Key

New Table

New Row

TableRequired

Find Row

TableRequired

Lookup ColumnRequired

Lookup ValueRequired

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

Parent TypeRequired

Category

Type

Date Notification for Opportunity