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Zapier makes it easy to integrate Invoice Ninja with Maximizer CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from Invoice Ninja.
Add your action
An action happens after the trigger—such as "Add Subscriber to Campaign" in Maximizer CRM.
You’re connected!
Zapier seamlessly connects Invoice Ninja and Maximizer CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New ClientTriggers when a new client is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New InvoiceTriggers when a new invoice is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ProjectTriggers when a new project is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Sent InvoiceTriggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update ClientTriggers when a client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update PaymentTriggers when a payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client Name
- Group
- First Name
- Last Name
- Email
- Phone
- Language Code
- Currency Code
- Id Number
- VAT Number
- Phone
- Street Address
- Apt/Suite
- City
- State/Province
- Postal Code
- Country Code
- Shipping Street Address
- Shipping Apt/Suite
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Private Notes
- Public Notes
- Website
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Design
- Send Email
- Email Template
- Auto-Bill Invoice
- Download PDF
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product Key
- Notes
- Price
- Quantity
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Design
- Send Email
- Email Template
- Download PDF
- Mark Sent
- Number
- Discount
- PO Number
- Date
- Valid Until
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client
- Project
- Description
- Rate
- Start Date/Time
- End Date/Time
- Duration (Hours)
- Duration (Minutes)
- Duration (Seconds)
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search FieldRequired
- Search ValueRequired
- Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Download PDF
- Client IDRequired
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
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- Search FieldRequired
- Search ValueRequired
- Product Key
- Notes
- Price
- Quantity
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
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- Search FieldRequired
- Search ValueRequired
- Download PDF
- Client IDRequired
- Design
- Send Email
- Email Template
- Mark Sent
- Number
- Discount
- PO Number
- Date
- Valid Until
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
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 ChangedTriggers 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 EntryTriggers 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 EntryTriggers 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 CaseTriggers 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 EntryTriggers 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 OpportunityTriggers 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 TaskTriggers 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 EntryConverts 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 AppointmentCreates new Appointment entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create DocumentCreates 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 TaskCreates 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 NoteCreates 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 TaskCreates new Personal Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update AppointmentUpdates existing Appointment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update Favourite ListUpdates existing Favourite List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update NoteUpdates existing Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update TaskUpdates existing Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find CampaignSearches for existing Campaign
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find LeadSearches for existing Lead entry
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find OpportunitySearches 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 entryFind 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
New CreditTriggers when a new credit is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New PaymentTriggers when a new payment is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New QuoteTriggers when a new quote is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Sent QuoteTriggers when a quote is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update InvoiceTriggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update QuoteTriggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client IDRequired
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Download PDF
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Payment Date
- Invoice
- Amount
- Payment Type
- Transfer Reference
- Private Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- NameRequired
- Task Rate
- Private Notes
- Public Notes
- Task Rate
- Budgeted Hours
- Due Date
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Design
- FrequencyRequired
- Due Date
- Start Date
- Remaining Cycles
- Mark Ready
- Auto-Bill
- Discount
- PO Number
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search FieldRequired
- Search ValueRequired
- Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Include Deleted
- Client Name
- Group
- First Name
- Last Name
- Email
- Phone
- Language Code
- Currency Code
- Id Number
- VAT Number
- Street Address
- Apt/Suite
- City
- State/Province
- Postal Code
- Country Code
- Shipping Street Address
- Shipping Apt/Suite
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Private Notes
- Public Notes
- Website
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
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- Search FieldRequired
- Search ValueRequired
- Download PDF
- Client IDRequired
- Design
- Send Email
- Email Template
- Auto-Bill Invoice
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
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- Search FieldRequired
- Search ValueRequired
- Include Deleted
- ClientRequired
- NameRequired
- Task Rate
- Private Notes
- Public Notes
- Budgeted Hours
- Due Date
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
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 EntryTriggers 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 EntryTriggers 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 LeadTriggers 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 EntryTriggers 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 CampaignAdd 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 EntryCreates 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 CaseCreates 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 ListCreates new Favourite list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Lead EntryCreates new Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Opportunity EntryCreates 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 CaseUpdates 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 EntryUpdates existing Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update OpportunityUpdates existing Opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find AppointmentSearches for existing Appointment entry
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find CaseSearches for existing Case entry
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find NoteSearches for existing Note entry
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find TaskSearches 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
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Connect Invoice Ninja and Maximizer CRM to integrate crucial parts of your business
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