Create new Maximizer CRM cases from Paperless Forms entries effortlessly
Easily streamline your data collection and customer management process with this Paperless Forms and Maximizer CRM integration. When a new form entry is submitted in Paperless Forms, it will instantly create a case in Maximizer CRM, helping you stay organized and up-to-date with your customer information. Spend less time on manual data entry and focus on what matters—the relationships with your customers.
Easily streamline your data collection and customer management process with this Paperless Forms and Maximizer CRM integration. When a new form entry is submitted in Paperless Forms, it will instantly create a case in Maximizer CRM, helping you stay organized and up-to-date with your customer information. Spend less time on manual data entry and focus on what matters—the relationships with your customers.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Case
Creates new Customer Service Case
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Form Name
Try ItNew 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 It
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