Microsoft Outlook + WooCommerce + Maximizer CRM

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

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Supported triggers and actions

- Trigger RuleRequired
Trigger
Instant
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- Trigger RuleRequired
Trigger
Instant
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- Trigger RuleRequired
Trigger
Instant
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- Trigger RuleRequired
Trigger
Instant
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- Trigger RuleRequired
Trigger
Instant
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- Trigger RuleRequired
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
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
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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

Microsoft Outlook + WooCommerce + Maximizer CRM

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

Booking

Customer

Order

Order Note

Subscription

User Membership

Update Coupon

Update Customer

Create Order Note

Create Product

Update Product Stock Quantity

Create Subscription

Update Subscription

Update User Membership

Find Coupon

Find Membership Plan

Find Order

Find Subscription Note

Find User Membership

Find or Create Customer

Find or Create Order

Find or Create Subscription Note

Find or Create User Membership

New or Updated Address Book Entry

New or Updated Appointment Entry

New or Updated Case Entry

New or Updated Interaction Entry

Date Notification for Lead

New or Updated Opportunity Entry

New or Updated Task Entry

Add Subscriber to Campaign

Create Address Book Entry

Create Case

Create Favourite List

Create Lead Entry

Create Opportunity Entry

Update Address Book Entry

Update Case

Update Lead Entry

Update Opportunity