Microsoft Teams + QuickBooks Commerce + Maximizer CRM

Post new finalized QuickBooks Commerce orders to Microsoft Teams channels and in Maximizer CRM notes

With this Zap in place, new finalized QuickBooks Commerce orders are automatically posted to your Teams channel, ensuring real-time visibility for the entire team. Not only that, but the details are also seamlessly logged in your Maximizer notes, creating a comprehensive record of every transaction. Stay connected, stay organized, and stay ahead in your business operations.

When this happens...
Order Finalized
Triggers when an order has been marked as finalized.
TriggerInstant
automatically do this...
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionWrite
then do this!
Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Address
Triggers when a new address is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Order Finalized
Triggers when an order has been marked as finalized.
Trigger
Instant
Try It
- CompanyRequired
- Address LabelRequired
- First Name
- Last Name
- Company Name
- Address Line 1Required
- Address Line 2
- Suburb
- City
- State
- Country
- Zipcode
- Email Address
- Phone Number
Action
Write

- CompanyRequired
- First NameRequired
- Last Name
- EmailRequired
- Phone Number
- Mobile
- Fax
- Notes
- Invite to your B2B eCommerce Portal?
Action
Write
- CompanyRequired
- First Name
- Last Name
- Company Name
- Address 1
- Address 2
- City
- Country
- Zip Code
Action
Search

- Order Number
- Reference Number
Action
Search
- Company NameRequired
- Company Code
- Email Address
- Filter Relationship TypeRequired
- Tax Number
- Phone Number
- Fax Number
- Website
- Description
- Tags
- Assigned To
- Default Price List
- Default Tax Type
- Default Stock Location
- Default Branding Theme
- Default Discount Rate
Action
Search or write
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
Try It
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 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
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write

- Filter Relationship Type
Trigger
Instant
Try It
New Fulfillment
Triggers when a sales order is (fully or partially) packed and a new fulfillment is created.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
Order Fulfilled
Triggers when an order has been completely fulfilled.
Trigger
Instant
Try It
- Company NameRequired
- Company TypeRequired
- Company Code
- Tax Number
- Phone Number
- Fax Number
- Website
- Email Address
- Description
- Tags
- Assigned To
- Default Price List
- Default Tax Type
- Default Stock Location
- Default Branding Theme
- Default Discount Rate
Action
Write
- Order Number
- Status
- Reference Number
- CustomerRequired
- Shipping AddressRequired
- Billing Address
- Assignee
- Stock Location
- Currency
- Default Price List
- Email
- Phone Number
- Issued At
- Ship At
- Tax Treatment
- Tags
- Notes
- Order Source URL
- Variant SKURequired
- QuantityRequired
- Price
- Discount (%)
- Extra Note
- Tax Type Code
- Tax Rate Override (%)
- Has Freeform Line Items
Action
Write
- Company Name
- Company Code
- Company Email
- Filter Relationship Type
Action
Search
- CompanyRequired
- First Name
- Last Name
- Company Name
- Address Line 1Required
- Address Line 2
- City
- Country
- Zipcode
- Address LabelRequired
- Suburb
- State
- Email Address
- Phone Number
Action
Search or write
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Scheduled
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
Try It
- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
Try It
Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
Try It
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
- 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 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
- TeamRequired
Trigger
Scheduled
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn more Help

Related categories

Similar apps

Slack

Team Chat

Chatwork

Team Chat

Rocket.Chat

Team Chat

About QuickBooks Commerce

Manage your multi-channel and wholesale business in one place with QuickBooks Commerce. Increase operational efficiency with supply chain, reporting, and accounting automation.

Help

Related categories

eCommerce

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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Microsoft Teams + QuickBooks Commerce + Maximizer CRM

Post new finalized QuickBooks Commerce orders to Microsoft Teams channels and in Maximizer CRM notes

New Address

New Contact

New Invoice

Order Finalized

Create Address

Address LabelRequired

First Name

Last Name

Company Name

Address Line 1Required

Address Line 2

Suburb

City

State

Country

Zipcode

Email Address

Phone Number

Create Contact

CompanyRequired

First NameRequired

Last Name

EmailRequired

Phone Number

Mobile

Fax

Notes

Invite to your B2B eCommerce Portal?

Find an Address for a Company

CompanyRequired

First Name

Last Name

Company Name

Address 1

Address 2

City

Country

Zip Code

Find an Existing Sales Order

Order Number

Reference Number

Find or Create Company

Company NameRequired

Company Code

Email Address

Filter Relationship TypeRequired

Tax Number

Phone Number

Fax Number

Website

Description

Tags

Assigned To

Default Price List

Default Tax Type

Default Stock Location

Default Branding Theme

Default Discount Rate

New or Updated Address Book Entry

Entry typeRequired

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Appointment Entry

New or Updated Case Entry

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Interaction Entry

Date Notification for Lead

New or Updated Opportunity Entry

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Task Entry

Convert Lead Entry

Create Appointment

Create Document