Send email invitations in Zoho Survey for new or updated appointment entries in Maximizer CRM
Ensure your appointments in Maximizer CRM are well coordinated with your email invitations in Zoho Survey instantly with this streamlined workflow. As soon as there is a newly added or updated appointment entry in Maximizer CRM, an email invitation is immediately sent out via Zoho Survey. This efficient process aids in effective coordination, ensuring your stakeholders are always informed and engaged.
Ensure your appointments in Maximizer CRM are well coordinated with your email invitations in Zoho Survey instantly with this streamlined workflow. As soon as there is a newly added or updated appointment entry in Maximizer CRM, an email invitation is immediately sent out via Zoho Survey. This efficient process aids in effective coordination, ensuring your stakeholders are always informed and engaged.
- When this happens...New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
- automatically do this!Send Email Invitations
Send a survey through email to your contact or email address.
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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 ItNew or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
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 It
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 ItOpportunity 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 It


