JustCall + Microsoft Teams + Maximizer CRM

Create notes on Maximizer contacts and send channel messages in Teams for newly ended calls in JustCall

Stay updated on your team's calls with this efficient workflow. When a new call ends in JustCall, a note will be added on the corresponding contact in Maximizer, ensuring that the interaction is recorded in the Maximizer timeline. Additionally, this template will send a message to the Microsoft Teams channel of your choice. Now you can effortlessly keep your team in the loop and maintain transparent communication.

When this happens...
Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
TriggerInstant
automatically do this...
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionWrite
then do this!
Send Bot Message
Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
ActionWrite

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Supported triggers and actions

AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Trigger
Instant
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Call Answered
Triggers when a call answered an queue.
Trigger
Instant
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Call Initiated
Triggers when a call initiated from JustCall.
Trigger
Instant
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[Legacy] Incoming Call
Triggers for a new incoming call
Trigger
Instant
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Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Trigger
Instant
Try It

Missed Call
Trigger when an incoming call is missed
Trigger
Instant
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Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Instant
Try It

New Contact
Triggers when a new contact is added to your JustCall address book.
Trigger
Polling
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[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Polling
Try It
Call AI Report Generated (Sales Dialer)
Triggers when the AI-powered insights for a Sales Dialer call are generated
Trigger
Instant
Try It
SMS Received
Triggers when an SMS is received in JustCall (incoming only)
Trigger
Instant
Try It
Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
Try It
- CampaignRequired
- PhoneRequired
- First Name
- Last Name
- Email
Action
Write
- Call IdRequired
Action
Write
- Customer/Client NumberRequired
- JustCall Number
Action
Write
- Campaign IDRequired
- PhoneRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
- Date & TimeRequired
- Offset (in minutes)
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
Action
Write
- Contact idRequired
- First NameRequired
- Last Name
- Phone NumberRequired
- Email
- Company
- Notes
- Other Phone Label
- Other Phone Number
Action
Write
- phoneRequired
Action
Search
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
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Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
Try It
- Parent TypeRequired
- Category
- Type
Trigger
Polling
Try It
Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
Try It
Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Campaign
Searches for existing Campaign
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write
- TeamRequired
Trigger
Polling
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- Team MemberRequired
Action
Write
- ChatRequired
- MessageRequired
- Message TextRequired
- Message Text Format
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Message Text Format
- Reply ContentRequired
Action
Write
- TeamRequired
- ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- Send ToRequired
- Message Text (Optional)
- Card TypeRequired
Action
Write
- TeamRequired
- Channel IDRequired
Action
Search
- Chat IDRequired
Action
Search
- Search byRequired
Action
Search

Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Trigger
Instant
Try It
Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Trigger
Instant
Try It
Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
Try It
Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Trigger
Instant
Try It
New Incoming Call
Triggers for a new incoming call
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Trigger
Polling
Try It
[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Polling
Try It
SMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Instant
Try It
New Voicemail
Triggers whenever there is a new voicemail
Trigger
Instant
Try It
SMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Trigger
Instant
Try It
SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Trigger
Instant
Try It
[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Trigger
Instant
Try It
- CampaignRequired
- PhoneRequired
- First Name
- Last Name
- Email
Action
Write
- Customer/Client NumberRequired
- JustCall Number
- Country Code
Action
Write
- firstnameRequired
- lastname
- phoneRequired
- email
- company
- notes
- Agent ID
Action
Write
- To NumberRequired
- FromRequired
- Body
- Media LinksRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
- Media LinksRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
Action
Write
- Contact ID
- phone
- email
Action
Search
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.
Trigger
Instant
Try It
New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
Try It
Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- Team Member(s)Required
- Message Text Format
- Message TextRequired
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- Public ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
Action
Search
- Chat IDRequired
- Message IDRequired
Action
Search
- TeamRequired
- Channel NameRequired
- Include Archived Channels
Action
Search

About JustCall

JustCall helps sales and support teams to connect easily with their leads & customers. We provide a cloud based service that allows you to make calls and send text messages.

Learn more

Related categories

Phone & SMS

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn more

Related categories

Similar apps

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

JustCall + Microsoft Teams + Maximizer CRM

Create notes on Maximizer contacts and send channel messages in Teams for newly ended calls in JustCall

AI Voice Agent Data Generated for Call

Call Answered

Call Initiated

[Legacy] Incoming Call

Incoming Caller Exits Queue

Missed Call

Call Completed

New Contact

[Legacy] New Text

Call AI Report Generated (Sales Dialer)

SMS Received

Call Updated

[Legacy] Add to Sales Dialer Campaign

Get Voice Agent Data

Check Reply to SMS

Delete Contact From Sales Dialer Campaign

Schedule a Text Message

[Legacy] Send a Text Message

Update Contact

Find Contact in Sales Dialer

New or Updated Appointment (Via Webhook)

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry

Date Notification for Opportunity

Date Notification for Task

Convert Lead Entry

Create Appointment

Create Document

Create Hotlist Task

Create Note

Create Personal Task

Update Appointment

Update Favourite List

Update Note

Update Task

Find Campaign

Find Lead

Find Opportunity

Find Address Book Entry

Find or Create Lead entry

New Channel

New Chat Message

New Team Member

New Reply to Message

Create One-on-One Chat

Edit Chat Message

Reply to Channel Message

Send Channel Message

Send Message with Card

Get Channel by ID

Get Chat by ID

Find Team Member

Call AI Report Generated

Call Completed (Sales Dialer)

Call Updated (Sales Dialer)

Incoming Caller Enters Queue

New Incoming Call

New Appointment

[Legacy] Call Ended

SMS Sent or Received

New Voicemail

SMS Delivery Status Updated

SMS Sent

[Legacy] Call Updated

Add Contact to Sales Dialer Campaign

[Legacy] Check for Text Replies

Create Contact

[Legacy] Send a Multimedia Text Message

Send a Multi-Media Message

Send a Text Message

Find Contact

New or Updated Address Book Entry (Via Webhook)

New or Updated Lead Entry (Via Webhook)

New or Updated Address Book Entry