Maximizer CRM + Ninja Forms
Create cases for Maximizer contacts from new form submissions in Ninja Forms
Do you use web forms to collect error reports or client feedback? Streamline your team's case management process with this integration. Once this Zap is active, each new form submission in Ninja Forms is automatically transformed into a case within Maximizer. Elevate your workflow and boost customer service efficiency.
Do you use web forms to collect error reports or client feedback? Streamline your team's case management process with this integration. Once this Zap is active, each new form submission in Ninja Forms is automatically transformed into a case within Maximizer. Elevate your workflow and boost customer service efficiency.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this...Find Address Book Entry
Searches for existing Address Book entry.
- then do this!Create Case
Creates new Customer Service Case
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New Form Submission
Triggers when a form is submitted.
Try ItEntry 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 It
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
