Microsoft Outlook + WooCommerce + Maximizer CRM

Microsoft Outlook + WooCommerce integrations

Create notes in Maximizer and send Microsoft Outlook emails for new WooCommerce orders

Looking for an easy way to stay responsive to new orders? With this Zapier integration, an Outlook email is automatically sent when a customer places a new order on your WooCommerce store. Additionally, it creates a note on the corresponding contact in Maximizer to maintain a comprehensive customer profile. If the contact doesn't exist in Maximizer yet, the Zap will create one for you. This streamlined process allows you to effortlessly send confirmation notices and keep your customers engaged.

When this happens...
OrderTriggers when any Order is created, updated, deleted, etc.
TriggerInstant
automatically do this...
Create NoteCreates new Note for Address Book/Opportunity/Lead/Case entry
ActionWrite
then do this!
Send EmailSend an email from your Outlook account.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with WooCommerce, Maximizer CRM, and more

- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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Update Coupon
Updates an existing Coupon.
Action
Write

Update Customer
Updates an existing Customer.
Action
Write
Create Order Note
Creates a new Order Note.
Action
Write
Create Product
Creates a new Product or Variation.
Action
Write
Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
Action
Write
Create Subscription
Creates a new Subscription.
Action
Write
Update Subscription
Updates an existing Subscription.
Action
Write
Update User Membership
Updates an existing User Membership.
Action
Write
Find Coupon
Finds a Coupon by searching.
Action
Search
Find Membership Plan
Finds a Membership Plan by searching.
Action
Search
Find Order
Finds an Order by searching.
Action
Search
Find Subscription Note
Finds a Subscription Note by searching.
Action
Search
Find User Membership
Finds a User Membership by searching.
Action
Search
Find or Create Customer
Finds a Customer by searching.
Action
Search or write
Find or Create Order
Finds an Order by searching.
Action
Search or write
Find or Create Subscription Note
Finds a Subscription Note by searching.
Action
Search or write
Find or Create User Membership
Finds a User Membership by searching.
Action
Search or write
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
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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
Polling
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
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- Parent Type
  Required
- Category
- Type
Trigger
Polling
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
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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 Campaign
Searches for existing Campaign
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
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Distribution list
  Required
- User email
  Required
Action
Write
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
- Enable Reminder
- Categories
Action
Write
- Shared Mailbox
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Shared Mailbox
- Folder Name
  Required
- Parent Folder
Action
Write
- Shared Mailbox
- Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Flag Action
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Mark as
  Required
Action
Write
- Shared Mailbox
- Categories to Remove
  Required
- Email ID
  Required
Action
Write
- Send From (Shared Mailbox)
- Draft Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Importance
  Required
Action
Write
- Contact Folder
- Contact
  Required
- First Name
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
- End Date & Time
Action
Search
- Search_info
- Search Value
  Required
Action
Search
- Group email address or ID
  Required
- Search Term
- Start Date & Time
- End Date & Time
Action
Search
- Calendar
- Start Date & Time
  Required
- End Date & Time
  Required
- Select Fields
Action
Search

- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
Create Coupon
Creates a new Coupon.
Action
Write
Create Customer
Creates a new Customer.
Action
Write
Create Order
Creates a new Order.
Action
Write
Update Order
Updates an existing Order.
Action
Write
Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
Action
Write
Update Product
Updates an existing Product or Variation.
Action
Write
Create Subscription Note
Creates a new Subscription Note.
Action
Write
Create User Membership
Creates a new User Membership.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find Customer
Finds a Customer by searching.
Action
Search
Find Order Note
Finds an Order Note by searching.
Action
Search
Find Product
Finds a Product or Variation by searching.
Action
Search
Find Subscription
Finds a Subscription by searching.
Action
Search
Find or Create Coupon
Finds a Coupon by searching.
Action
Search or write
Find or Create Order Note
Finds an Order Note by searching.
Action
Search or write
Find or Create Product
Finds a Product or Variation by searching.
Action
Search or write
Find or Create Subscription
Finds a Subscription by searching.
Action
Search or write
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.
Trigger
Instant
Try It
New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
- Entry type
  Required
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
Try It
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
Try It
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
Try It
Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
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
- Remove existing value for selected fields
- 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 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
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Mailbox
  Required
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Email ID
  Required
- Categories
  Required
- Mark as Read
Action
Write
- Shared Mailbox
- Destination Folder
  Required
- Email ID
  Required
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Shared Mailbox
- Email ID
  Required
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Contact to Delete
  Required
Action
Write
- Event
  Required
Action
Write
- Send From (Shared Mailbox)
- Email ID
  Required
- To Recipients
  Required
- Comment
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Email ID
  Required
- Comment
Action
Write
- Send From (Shared Mailbox)
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder_info
- Folder
  Required
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Shared Mailbox
- Email ID
  Required
- Attachment ID
  Required
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

HelpHelp

Related categories

Calendar

Microsoft

Similar apps

Gmail

Email, Google

Zoho Mail

Email, Zoho

About WooCommerce

WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

WordPress

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Related Zap Templates

Create Microsoft Outlook events from new WooCommerce orders

Send emails in Microsoft Outlook for new subscriptions in WooCommerce