Maximizer CRM + QuickBooks Commerce

Create companies in QuickBooks Commerce from new Maximizer CRM contacts

Effortlessly keep your Maximizer and QuickBooks Commerce data up-to-date with this seamless integration. Whenever a company is created or updated in Maximizer, a corresponding entry will be automatically created in QuickBooks Commerce. This integration ensures that your QuickBooks Commerce account remains consistent with your Maximizer information, saving you time and minimizing the risk of manual data entry errors.

When this happens...
New or Updated Address Book Entry
Triggers when there is a new or updated Address Book entry
TriggerScheduled
automatically do this!
Create Company
Triggers when a new company is created.
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
New Address
Triggers when a new address is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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Order Finalized
Triggers when an order has been marked as finalized.
Trigger
Instant
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- CompanyRequired
- Address LabelRequired
- First Name
- Last Name
- Company Name
- Address Line 1Required
- Address Line 2
- Suburb
- City
- State
- Country
- Zipcode
- Email Address
- Phone Number
Action
Write
- CompanyRequired
- First NameRequired
- Last Name
- EmailRequired
- Phone Number
- Mobile
- Fax
- Notes
- Invite to your B2B eCommerce Portal?
Action
Write
- CompanyRequired
- First Name
- Last Name
- Company Name
- Address 1
- Address 2
- City
- Country
- Zip Code
Action
Search
- Order Number
- Reference Number
Action
Search
- Company NameRequired
- Company Code
- Email Address
- Filter Relationship TypeRequired
- Tax Number
- Phone Number
- Fax Number
- Website
- Description
- Tags
- Assigned To
- Default Price List
- Default Tax Type
- Default Stock Location
- Default Branding Theme
- Default Discount Rate
Action
Search or 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
- Filter Relationship Type
Trigger
Instant
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New Fulfillment
Triggers when a sales order is (fully or partially) packed and a new fulfillment is created.
Trigger
Instant
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New Order
Triggers when a new order is created.
Trigger
Instant
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Order Fulfilled
Triggers when an order has been completely fulfilled.
Trigger
Instant
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- Company NameRequired
- Company TypeRequired
- Company Code
- Tax Number
- Phone Number
- Fax Number
- Website
- Email Address
- Description
- Tags
- Assigned To
- Default Price List
- Default Tax Type
- Default Stock Location
- Default Branding Theme
- Default Discount Rate
Action
Write
- Order Number
- Status
- Reference Number
- CustomerRequired
- Shipping AddressRequired
- Billing Address
- Assignee
- Stock Location
- Currency
- Default Price List
- Email
- Phone Number
- Issued At
- Ship At
- Tax Treatment
- Tags
- Notes
- Order Source URL
- Variant SKURequired
- QuantityRequired
- Price
- Discount (%)
- Extra Note
- Tax Type Code
- Tax Rate Override (%)
- Has Freeform Line Items
Action
Write
- Company Name
- Company Code
- Company Email
- Filter Relationship Type
Action
Search
- CompanyRequired
- First Name
- Last Name
- Company Name
- Address Line 1Required
- Address Line 2
- City
- Country
- Zipcode
- Address LabelRequired
- Suburb
- State
- Email Address
- Phone Number
Action
Search or write

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About QuickBooks Commerce

Manage your multi-channel and wholesale business in one place with QuickBooks Commerce. Increase operational efficiency with supply chain, reporting, and accounting automation.

Related categories

eCommerce

PRODUCTS

CAPABILITIES

By team

Maximizer CRM + QuickBooks Commerce

Create companies in QuickBooks Commerce from new Maximizer CRM contacts

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

New Address

New Contact

New Invoice

Order Finalized

Create Address

CompanyRequired

Address LabelRequired

First Name

Last Name

Company Name

Address Line 1Required

Address Line 2

Suburb

City

State

Country

Zipcode

Email Address

Phone Number

Create Contact

CompanyRequired

First NameRequired

Last Name

EmailRequired

Phone Number

Mobile

Fax

Notes

Invite to your B2B eCommerce Portal?

Find an Address for a Company

CompanyRequired

First Name

Last Name

Company Name

Address 1

Address 2

City

Country

Zip Code

Find an Existing Sales Order

Order Number

Reference Number

Find or Create Company

Company NameRequired