Docusign + Microsoft Teams + Maximizer CRM
Create notes on Maximizer contacts when new DocuSign envelopes are completed
No more juggling multiple platforms to update your Maximizer contacts when a deal is sealed. With this powerful integration, new DocuSign envelopes completed by your clients automatically create informative notes on your Maximizer contacts. If the contact doesn't yet exist in Maximizer, the Zap will create one first. Keep your sales records organized and stay ahead of your competition with every detail at your fingertips.
No more juggling multiple platforms to update your Maximizer contacts when a deal is sealed. With this powerful integration, new DocuSign envelopes completed by your clients automatically create informative notes on your Maximizer contacts. If the contact doesn't yet exist in Maximizer, the Zap will create one first. Keep your sales records organized and stay ahead of your competition with every detail at your fingertips.
- When this happens...
Envelope Status UpdatedTriggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this...
Create NoteCreates new Note for Address Book/Opportunity/Lead/Case entry
ActionWriteCreate a new record or update an existing record in your app. - then do this!
Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
ActionWriteCreate a new record or update an existing record in your app.
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Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Delivered
Triggers when an envelope is delivered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Purge
Triggers when an envelope is purged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Sent
Triggers when an envelope is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Status
Return only envelopes I created?
Add certificate of completion?
Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebformRequired
Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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 foundTeamRequired
ChannelRequired
Member
Highlight Word
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Chat
Triggers when a new chat is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeamRequired
ChannelRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeamRequired
Channel NameRequired
Description
Favorite for All?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team Member(s)Required
Message Text Format
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
Channel NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
Public ChannelRequired
Message TextRequired
Message Text Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChatRequired
Message Text Format
Message TextRequired
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.TeamRequired
ChannelRequired
Message IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChat IDRequired
Message IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTeamRequired
Channel NameRequired
Include Archived Channels
ActionThis is an event a Zap performs.SearchFind existing data in your app
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Created
Triggers when an envelope is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Discard
Triggers when an envelope is discarded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Resent
Triggers when an envelope is resent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Voided
Triggers when an envelope is voided.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Declined
Triggers when a recipient declined to sign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Template NameRequired
Description
Email SubjectRequired
Email Message
DocumentRequired
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
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.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 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 foundChatRequired
Exclude messages by you?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeamRequired
ChannelRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeam MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChatRequired
MessageRequired
Message TextRequired
Message Text Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message IDRequired
Message Text Format
Reply ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message TextRequired
Message Text Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send ToRequired
Message Text (Optional)
Card TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
Channel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChat IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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