Docusign + Maximizer CRM

Create Hotlist tasks in Maximizer CRM when envelopes are sent or completed in DocuSign

This Zap allows you to stay updated on your contract deal status, effortlessly. Once it's active, you will have a Hotlist task created automatically and tiered to the corresponding address Book entry in your Maximizer account when a DocuSign envelope is sent or completed. This integration helps you to stay in the loop and ensures that crucial deal-related information is accurately recorded in Maximizer.

This Zap allows you to stay updated on your contract deal status, effortlessly. Once it's active, you will have a Hotlist task created automatically and tiered to the corresponding address Book entry in your Maximizer account when a DocuSign envelope is sent or completed. This integration helps you to stay in the loop and ensures that crucial deal-related information is accurately recorded in Maximizer.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.

    TriggerPolling
  2. automatically do this!
    Maximizer CRMMaximizer CRM
    Create Hotlist Task

    Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry

    ActionWrite
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Supported triggers and actions

docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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  • Signatures

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maximizer logo
maximizer logo

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.
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  • CRM (Customer Relationship Management)

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