Create notes for Maximizer CRM contacts and send Microsoft Teams notifications for new orders in Square
Effortlessly manage your sales data with this seamless workflow. When a new order is placed in the Square app, this integration will automatically create a record in Maximizer if the contact with such an email doesn't exist yet. It will also generate a note for that contact with the order details, ensuring your sales data stays organized and up to date. Additionally, a custom Teams channel message will be sent, notifying your team about the new Square order. Spend less time manually transferring and spreading information and more time focusing on growing your business.
Effortlessly manage your sales data with this seamless workflow. When a new order is placed in the Square app, this integration will automatically create a record in Maximizer if the contact with such an email doesn't exist yet. It will also generate a note for that contact with the order details, ensuring your sales data stays organized and up to date. Additionally, a custom Teams channel message will be sent, notifying your team about the new Square order. Spend less time manually transferring and spreading information and more time focusing on growing your business.
- When this happens...New Order
Triggers when a new order is processed.
- 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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