Maximizer CRM + Shopify
Maximizer CRM + Shopify
Maximizer CRM + Shopify integrations
Create contacts with notes in Maximizer for new paid orders in Shopify
Keep track of new paid orders in Shopify by automatically adding your customers as contacts with notes in Maximizer through this seamless workflow. Each time a new paid order occurs in Shopify, a corresponding contact with a note containing the order details will be created in Maximizer, ensuring your CRM is always up-to-date with the latest customer information. If the contact already exists in Maximizer, the automation will not create a duplicate but only add the note, keeping track of customer interactions in your Maximizer timeline.
- When this happens...
TriggerPolling - automatically do this!
Create NoteCreates new Note for Address Book/Opportunity/Lead/Case entryActionWrite
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More things you can do with Shopify and Maximizer CRM
Discover other triggers and actions you can use with Shopify and Maximizer CRM
New BlogTriggers when a new blog is added to your Shopify store.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Account Enabled
Triggers when a customer account is enabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Order
Triggers when an order is created (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund
Triggers when a refund or partial refund occurs (with order details).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Added to Customer
Triggers when a new tag is added to a customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Draft Order
Triggers when a draft order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Order
Triggers when an order is updated (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order IDRequired
- Type of Line Item to AddRequired
- Reason for Edit
- Notify the Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BlogRequired
- TitleRequired
- Author NameRequired
- ContentRequired
- Featured Image URL
- Excerpt/Summary
- Tags
- Is Published?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Location NameRequired
- External ID
- Locale
- Phone
- Note
- Tax Registration ID
- Billing same as shipping address?
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping City
- Shipping Country Code
- Shipping First Name
- Shipping Last Name
- Shipping Phone
- Shipping Recipient
- Shipping ZIP Code
- Shipping Zone Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email AddressRequired
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Fulfillment Order IDRequired
- Notify customer
- Address line 1
- Address line 2
- City
- Country code
- Province code
- Zip code
- Tracking company
- Tracking number
- Tracking URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initial ValueRequired
- Code
- Customer ID
- Expiry Date
- Note
- Template Suffix
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inventory ItemRequired
- Unit Cost
- Track Inventory
- SKU
- Requires Shipping
- Country of Origin
- Province/State of Origin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Product VariantRequired
- Price
- Compare at Price
- SKU
- Barcode
- Is taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query - Name
- Query - Confirmation Number
- Query - Email
- Query - Customer ID
- Query - Location ID
- Query - SKU
- Query - Order ID
- Sort Key
- Reverse results
- Raw query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product Variant TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProductRequired
- Product Variant TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Copy
- Product Title or HandleRequired
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New or Updated Address Book Entry (Via Webhook)Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Date Notification for Lead
Triggers when lead entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New or Updated Task Entry
Triggers when there is a new or updated Task entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Add Subscriber to Campaign
Add Subscriber to Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Address Book Entry
Creates new company, individual or contact in your Address Book
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Case
Creates new Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Favourite List
Creates new Favourite list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Lead Entry
Creates new Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Opportunity Entry
Creates new Opportunity entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Case
Updates existing Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Lead Entry
Updates existing Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Opportunity
Updates existing Opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Appointment
Searches for existing Appointment entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Case
Searches for existing Case entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Note
Searches for existing Note entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Task
Searches for existing Task entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- BlogRequired
- Blog Entry Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Abandoned cart age (hours)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Draft Order
Triggers when a new draft order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Paid Order
Triggers when an order is paid (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Product
Triggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Customer
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CustomerRequired
- TagsRequired
- Overwrite existing tags?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrderRequired
- Parent TransactionRequired
- Amount
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- ExternalId
- A note about the company
- Company_contact
- Contact Email
- Contact First Name
- Contact Last Name
- Contact Phone
- Contact Title
- Contact_locale
- Location
- Billing same as shipping address?
- Company_shippingAddress
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping_firstName
- Shipping_lastName
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location_locale
- Location_name
- Location_note
- Location_phone
- TaxRegistrationId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Product
- Product Variant
- Product QuantityRequired
- Product Title
- Product Price
- Weight in Grams
- Note
- Discount - Type
- Discount - Amount
- Discount - Title
- Discount - Description
- Custom Attributes
- Tags
- ShippingAddressInstructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Shipping Address - Country
- BillingAddressInstructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
- Billing Address - Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Adjust or Set quantity?Required
- The name of quantities to be changedRequired
- The reason for the quantity changesRequired
- LocationRequired
- Product
- Product VariantRequired
- Quantity to Set or Adjust
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Product
- Product variant
- SKU
- Product quantity
- Product title
- Product price
- Currency
- Weight in grams
- Requires shipping
- Price
- Currency
- Rate
- Title
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Discount - Currency
- Additional details
- Tags
- Buyer accepts marketing?
- Shipping_address_instructions
- Shipping address - First name
- Shipping address - Last name
- Shipping address - Company
- Shipping address - Phone
- Shipping address - Address
- Shipping address - Address con't
- Shipping address - City
- Shipping address - Country
- Shipping address - Country code
- Shipping address - State/Province/Region
- Shipping address - State/Province/Region code
- Shipping address - Postal/Zip code
- Billing_address_instructions
- Billing address - First name
- Billing address - Last name
- Billing address - Company
- Billing address - Phone
- Billing address - Address
- Billing address - Address con't
- Billing address - City
- Billing address - Country
- Billing address - Country code
- Billing address - State/Province/Region
- Billing address - State/Province/Region code
- Billing address - Postal/Zip code
- Send_receipt
- Send_fulfillment_receipt
- Inventory behaviour
- Financial status
- Fulfillment status
- Code
- Title
- Price
- Currency
- Source
- Source name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Channel IDRequired
- Publish Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- First Name
- Last Name
- Email Address
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send Account Invite Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Email
- Notes
- Remove Customer from Order
- Tags
- Additional Details
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - Company
- Shipping Address - Country
- Shipping Address - First Name
- Shipping Address - Last Name
- Shipping Address - Latitude
- Shipping Address - Longitude
- Shipping Address - Phone
- Shipping Address - Province
- Shipping Address - Province Code
- Shipping Address - ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Title
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Category
- Collections to Join
- Collections to Leave
- Handle
- Redirect Handle?
- Alt Text
- Media Content Type
- Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Query
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order IDRequired
- Include Closed Fulfillment Orders
ActionThis is an event a Zap performs.SearchFind existing data in your app- ResourceRequired
- Resource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Copy
- Product Title or HandleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product Variant SKURequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Query
- Email AddressRequired
- First Name
- Last Name
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Product IDRequired
- Product Variant TitleRequired
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Date Notification for Case
Triggers when Case entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Parent TypeRequired
- Category
- Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Date Notification for Task
Triggers when Task reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Appointment
Creates new Appointment entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Personal Task
Creates new Personal Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Appointment
Updates existing Appointment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Favourite List
Updates existing Favourite List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Note
Updates existing Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Task
Updates existing Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Campaign
Searches for existing Campaign
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Lead
Searches for existing Lead entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Opportunity
Searches for existing Opportunity entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find or Create Lead entry
Find or Create Lead entry
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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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Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.