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How Zapier works
Zapier makes it easy to integrate Maximizer CRM with SideDrawer - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New or Updated Address Book Entry (Via Webhook)" from Maximizer CRM.
Add your action
An action happens after the trigger—such as "Add a Collaborator to a SideDrawer" in SideDrawer.
You’re connected!
Zapier seamlessly connects Maximizer CRM and SideDrawer, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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 ItTriggerInstant - New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Try ItTriggerInstant - Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerPolling- New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItTriggerPolling
- 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 ItTriggerInstant - Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItTriggerInstant - Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItTriggerPolling - Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItTriggerPolling
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