Maximizer CRM + Zendesk
Create Maximizer leads with notes from OpenAI responses for new Zendesk organizations
Effortlessly connect Zendesk and Maximizer with this Zap, and watch as new organizations added to Zendesk automatically generate leads in Maximizer, complete with OpenAI-powered organization details attached as Maximizer notes. Revolutionize your workflow, boost productivity, and provide unparalleled customer insights with this powerful integration today!
Effortlessly connect Zendesk and Maximizer with this Zap, and watch as new organizations added to Zendesk automatically generate leads in Maximizer, complete with OpenAI-powered organization details attached as Maximizer notes. Revolutionize your workflow, boost productivity, and provide unparalleled customer insights with this powerful integration today!
- When this happens...
New OrganizationTriggers when a new organization is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this...
ActionWriteCreate a new record or update an existing record in your app. - then do this...
Create Lead EntryCreates new Lead Entry
ActionWriteCreate a new record or update an existing record in your app. - then do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionWriteCreate a new record or update an existing record in your app.
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New Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWho can view suspended tickets
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew View
Triggers when a new view is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
Details
Notes
Tags
Domain Names
External Id
Group Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Assignee
Collaborators
Collaborator Emails
Group
Requester Name
Requester Email
First Comment/Description format
First Comment/DescriptionRequired
Should the first Comment be public?
Tags
Status
Type
Priority
Submitter
Ticket form
Sharing Agreements
Brand
External ID
Email CC
Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Comment body
Comment format
Should the Comment be public?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
Details
Notes
Tags
Domain Names
External Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Name
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
NameRequired
Details
Notes
Tags
Domain Names
External Id
Group Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDate Notification for Lead
Triggers when lead entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Task Entry
Triggers when there is a new or updated Task entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAdd Subscriber to Campaign
Add Subscriber to Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Address Book Entry
Creates new company, individual or contact in your Address Book
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Case
Creates new Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Favourite List
Creates new Favourite list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead Entry
Creates new Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Opportunity Entry
Creates new Opportunity entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove existing value for selected fields
Add User Defined Fields (UDFs) to search criteria
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Case
Updates existing Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Lead Entry
Updates existing Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Opportunity
Updates existing Opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Appointment
Searches for existing Appointment entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Case
Searches for existing Case entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Note
Searches for existing Note entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task
Searches for existing Task entry
ActionThis is an event a Zap performs.SearchFind existing data in your appUser Key
First Name
Last Name
Email Address
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your appAdd User Defined Fields (UDFs) to search criteria
Sort by
Sort Order
Search Limit
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTicket (Required for non-admins)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUserRequired
user_delete_copy
Permanent Deletion
user_delete_test_copy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
CommentRequired
Should the comment be public?
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Subject
Assignee
Group
New status
New Comment to add to the Ticket
New Comment format
Should the new Comment be public?
Tags
Additional Tags
Remove Tags
Type
Priority
Submitter
Brand
External ID
Requester
Sharing Agreements
Ticket form
Collaborators
Collaborator Emails
Email CC
Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
NameRequired
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDate Notification for Case
Triggers when Case entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent TypeRequired
Category
Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDate Notification for Opportunity
Triggers when Opportunity reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDate Notification for Task
Triggers when Task reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConvert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Appointment
Creates new Appointment entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Personal Task
Creates new Personal Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Appointment
Updates existing Appointment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Favourite List
Updates existing Favourite List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Note
Updates existing Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Task
Updates existing Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Campaign
Searches for existing Campaign
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Lead
Searches for existing Lead entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Opportunity
Searches for existing Opportunity entry
ActionThis is an event a Zap performs.SearchFind existing data in your appAdd User Defined Fields (UDFs) to search criteria
Sort by
Sort Order
Search Limit
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Lead entry
Find or Create Lead entry
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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