Fathom + Maximizer CRM
Create tasks in Maximizer from new action items in Fathom
With this Zap, whenever an action item is created in Fathom and assigned to a specific email, it will automatically search for the matching user in Maximizer and create a corresponding task for them. This integration streamlines your workflow, ensuring that no action item is overlooked and keeping your team aligned and productive.
With this Zap, whenever an action item is created in Fathom and assigned to a specific email, it will automatically search for the matching user in Maximizer and create a corresponding task for them. This integration streamlines your workflow, ensuring that no action item is overlooked and keeping your team aligned and productive.
- When this happens...New Action Item
Triggers when there's a new action item from a meeting.
- automatically do this...Find Maximizer User
Searches for existing Maximizer User
- then do this...Find Address Book Entry
Searches for existing Address Book entry.
- then do this!Create Personal Task
Creates new Personal Task
- Free forever for core features
- 14 day trial for premium features & apps
New Action Item
Triggers when there's a new action item from a meeting.
Try ItNew Download Video
Triggers when a meeting recording is available for download.
Try ItNew Recording
Triggers when there's a new meeting recording.
Try ItNew 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 It
New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItNew Highlight
Triggers when there's a new highlight from a meeting.
Try ItNew Transcript
Triggers when there's a new transcript from a meeting.
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 It
