Create new Microsoft Outlook events from updated Maximizer CRM appointment entries notifications
Stay on top of your appointments by letting this workflow manage your schedule for you. When a notification for an appointment entry pops up in Maximizer CRM, it will immediately create an event in your Microsoft Outlook Calendar. This will save you time on manual data entry and ensure no appointment goes unnoticed. Keep your schedule seamlessly organized and never miss a meeting again with this simple automation.
Stay on top of your appointments by letting this workflow manage your schedule for you. When a notification for an appointment entry pops up in Maximizer CRM, it will immediately create an event in your Microsoft Outlook Calendar. This will save you time on manual data entry and ensure no appointment goes unnoticed. Keep your schedule seamlessly organized and never miss a meeting again with this simple automation.
- When this happens...Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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