Jotform + Maximizer CRM

Create Hotlist tasks in Maximizer when new documents are signed in Jotform

Boost your productivity and stay on top of your tasks with this dynamic Zapier workflow! Seamlessly connect Jotform and Maximizer to automatically generate Hotlist tasks whenever new documents are signed. Never let an important action slip through the cracks again as this integration empowers you to efficiently track and prioritize your follow-ups, ensuring nothing falls behind.

Boost your productivity and stay on top of your tasks with this dynamic Zapier workflow! Seamlessly connect Jotform and Maximizer to automatically generate Hotlist tasks whenever new documents are signed. Never let an important action slip through the cracks again as this integration empowers you to efficiently track and prioritize your follow-ups, ensuring nothing falls behind.

  1. When this happens...
    JotformJotform
    New Signed Document

    Triggers when a signed document is received.

    TriggerPolling
  2. automatically do this!
    Maximizer CRMMaximizer CRM
    Create Hotlist Task

    Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry

    ActionWrite
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Supported triggers and actions

    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • Maximizer CRM triggers, actions, and 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
    Try It
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About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

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  • Forms & Surveys

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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)

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