Create notes in Maximizer and send Teams notifications for new successful sales in PayPal
This Zap automatically sends info about every new successful PayPal sale to the Microsoft Teams channel of your choice. It also creates a note in Maximizer for every new successful sale, streamlining customer interaction tracking and ensuring your team is always in the know.
This Zap automatically sends info about every new successful PayPal sale to the Microsoft Teams channel of your choice. It also creates a note in Maximizer for every new successful sale, streamlining customer interaction tracking and ensuring your team is always in the know.
- When this happens...Successful Sale
Only successfully completed payments trigger this (with line item support).
- automatically do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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Successful Sale
Only successfully completed payments trigger this.
Try ItRefunded Sale
Only refunded payments trigger this.
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 It
Successful Sale
Only successfully completed payments trigger this (with line item support).
Try ItAll Merchant Transactions
All Merchant Transactions, regardless of status, trigger this.
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