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Microsoft Teams + WooCommerce + Maximizer CRM + Mailchimp
Microsoft Teams + WooCommerce + Maximizer CRM + Mailchimp
Create notes in Maximizer, add Mailchimp subscribers, and send Teams notifications for new WooCommerce orders
Enhance customer engagement on your WooCommerce store by automatically subscribing them to emails from your Mailchimp account. This automation also generates notes for the corresponding Maximizer contacts, allowing you to conveniently track customer interactions in a single location. Additionally, it sends messages to a chosen Microsoft Teams channel to keep your team well-informed.
- 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 entryActionWrite - then do this...
Add/Update SubscriberAdd a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.ActionWrite - then do this!
Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.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
- Update Coupon
Updates an existing Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Customer
Updates an existing Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Order Note
Creates a new Order Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Product
Creates a new Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Subscription
Creates a new Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Subscription
Updates an existing Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update User Membership
Updates an existing User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Membership Plan
Finds a Membership Plan by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Order
Finds an Order by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find User Membership
Finds a User Membership by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Order
Finds an Order by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create User Membership
Finds a User Membership by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Date Notification for Case
Triggers when Case entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Parent TypeRequired
- Category
- Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Date Notification for Task
Triggers when Task reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Appointment
Creates new Appointment entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Personal Task
Creates new Personal Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Appointment
Updates existing Appointment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Favourite List
Updates existing Favourite List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Note
Updates existing Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Task
Updates existing Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Campaign
Searches for existing Campaign
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Lead
Searches for existing Lead entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Opportunity
Searches for existing Opportunity entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find or Create Lead entry
Find or Create Lead entry
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Audience
- LinkRequired
- Track all links clicks
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New SMS Campaign
Triggers when a new SMS campaign is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - AudienceRequired
- Note_about_samples
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Campaign Name
- AudienceRequired
- Segment
- Tags
- Email SubjectRequired
- Preview_text
- From_nameRequired
- From Email AddressRequired
- To_name
- Content Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AudienceRequired
- Email AddressRequired
- Custom Event NameRequired
- Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AudienceRequired
- Subscriber EmailRequired
- New Email
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AudienceRequired
- Email AddressRequired
- Delete Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AudienceRequired
- Email AddressRequired
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StoreRequired
- Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SearchRequired
- Audience
ActionThis is an event a Zap performs.SearchFind existing data in your app- AudienceRequired
- Tag nameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- ChatRequired
- Exclude messages by you?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- TeamRequired
- ChannelRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChatRequired
- MessageRequired
- Message TextRequired
- Message Text Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TeamRequired
- ChannelRequired
- Message IDRequired
- Message Text Format
- Reply ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TeamRequired
- Public ChannelRequired
- Message TextRequired
- Message Text Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChatRequired
- Message Text Format
- Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AvailabilityRequired
- Duration (Minutes)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- ChatRequired
- MessageRequired
- Message Text
- Card TypeRequired
- Disable Buttons
- Status Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TeamRequired
- ChannelRequired
- Message IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Chat IDRequired
- Message IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TeamRequired
- Channel NameRequired
- Include Archived Channels
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Create Coupon
Creates a new Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Customer
Creates a new Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Order
Creates a new Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Order
Updates an existing Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product
Updates an existing Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Subscription Note
Creates a new Subscription Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create User Membership
Creates a new User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Subscription
Finds a Subscription by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Subscription
Finds a Subscription by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Date Notification for Lead
Triggers when lead entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New or Updated Task Entry
Triggers when there is a new or updated Task entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Add Subscriber to Campaign
Add Subscriber to Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Address Book Entry
Creates new company, individual or contact in your Address Book
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Case
Creates new Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Favourite List
Creates new Favourite list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Lead Entry
Creates new Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Opportunity Entry
Creates new Opportunity entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Case
Updates existing Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Lead Entry
Updates existing Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Opportunity
Updates existing Opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Appointment
Searches for existing Appointment entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Case
Searches for existing Case entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Note
Searches for existing Note entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Task
Searches for existing Task entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Audience
- Trigger each time a subscriber opens an email
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Audience
Triggers when a new audience is added to your MailChimp accounts.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - AudienceRequired
- Note_about_samples
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- AudienceRequired
- Segment or TagRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- AudienceRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AudienceRequired
- Tag nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- CompanyRequired
- Address1Required
- Address2
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Phone
- Permission_reminderRequired
- Email_type_optionRequired
- From_nameRequired
- From_emailRequired
- SubjectRequired
- LanguageRequired
- Notify_on_subscribe
- Notify_on_unsubscribe
- Double_optin
- Marketing_permissions
- Use_archive_bar
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AudienceRequired
- Email AddressRequired
- Deletion_info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AudienceRequired
- TagRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SMS CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AudienceRequired
- TagRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AudienceRequired
- Tag nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Campaign Name
- AudienceRequired
- Segment
- Tags
- Email SubjectRequired
- Preview_text
- From_nameRequired
- From Email AddressRequired
- To_name
- Content Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- SearchRequired
- Audience
- AudienceRequired
- Subscriber EmailRequired
- New Email
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Chat
Triggers when a new chat is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - TeamRequired
- ChannelRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Team Member(s)Required
- Message Text Format
- Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TeamRequired
- Channel NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send ToRequired
- Approver
- Adaptive Card JSONRequired
- Approve Button Label
- Decline Button Label
- Approval ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TeamRequired
- ChannelRequired
- Message TextRequired
- Message Text Format
- Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send ToRequired
- Message Text (Optional)
- Card TypeRequired
- Add Message Context to Buttons
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChatRequired
- Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Display Name
- First Name
- Last Name
- Mobile Phone
- Business Phone
- About Me
- Birthday
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TeamRequired
- Channel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Chat IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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