Create notes in Maximizer and send Slack notifications when new documents are signed in Jotform
With this powerful integratoin, you can seamlessly integrate Jotform with Maximizer and Slack, and automatically generate notes in Maximizer, capturing important details when new documents are signed and capturing all customer interactions within your CRM. Additionally, stay in the loop with real-time Slack notifications, ensuring seamless collaboration, and empowering your team to take immediate action.
With this powerful integratoin, you can seamlessly integrate Jotform with Maximizer and Slack, and automatically generate notes in Maximizer, capturing important details when new documents are signed and capturing all customer interactions within your CRM. Additionally, stay in the loop with real-time Slack notifications, ensuring seamless collaboration, and empowering your team to take immediate action.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
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.
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DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
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