Create Zoom meetings for new appointments in Maximizer
When new appointments are added to your Maximizer calendar, this automation will automatically create Zoom meetings for those appointments, eliminating the need for manual scheduling. You'll always have your video conference ready for your events.
When new appointments are added to your Maximizer calendar, this automation will automatically create Zoom meetings for those appointments, eliminating the need for manual scheduling. You'll always have your video conference ready for your events.
- When this happens...New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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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
Entry 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 ItNew or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try It