Send emails for new date notifications on Maximizer CRM address book entries with Email by Zapier
Stay on top of important dates with this efficient workflow between Maximizer CRM and Email by Zapier. When a date notification for an address book entry occurs in Maximizer CRM, this automation will send an outbound email using Email by Zapier, ensuring you never miss crucial deadlines or events. Save time and manage your address book more effectively with this simple yet powerful integration.
Stay on top of important dates with this efficient workflow between Maximizer CRM and Email by Zapier. When a date notification for an address book entry occurs in Maximizer CRM, this automation will send an outbound email using Email by Zapier, ensuring you never miss crucial deadlines or events. Save time and manage your address book more effectively with this simple yet powerful integration.
- When this happens...Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
- automatically do this!Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
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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 ItNew or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Try ItEntry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try It
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 ItOpportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try It