Maximizer CRM + Otter.ai + Looping by Zapier

Create tasks in Maximizer from new Otter.ai recording action items

Skip the manual copy-paste. With this Zap, every time Otter.ai identifies action items in a new recording, corresponding tasks are automatically created in Maximizer and are assigned to the right users. Save time, stay organized, and ensure nothing slips through the cracks.

Skip the manual copy-paste. With this Zap, every time Otter.ai identifies action items in a new recording, corresponding tasks are automatically created in Maximizer and are assigned to the right users. Save time, stay organized, and ensure nothing slips through the cracks.

  1. When this happens...
    Otter.aiOtter.ai
    New Recording

    Triggers when a new recording is available in Otter

    TriggerInstant
  2. automatically do this...
    Looping by ZapierLooping by Zapier
    Create Loop From Line Items

    Creates a new Loop from line item(s). This is an advanced action!

    ActionWrite
  3. then do this...
    Maximizer CRMMaximizer CRM
    Find Maximizer User

    Searches for existing Maximizer User

    ActionSearch
  4. then do this!
    Maximizer CRMMaximizer CRM
    Create Personal Task

    Creates new Personal Task

    ActionWrite
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Supported triggers and actions

    • FileRequired

    • NameRequired

    Action
    Write
    • Help Warning

    • Loop iteration counter start

    • Loop iteration counter end

    • Loop iteration counter increment amount

    • Maximum number of Loop iterations

    Action
    Write
  • Maximizer CRM triggers, actions, and 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
  • Maximizer CRM triggers, actions, and search

    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
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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Otter.ai

Otter.ai is an AI-powered transcription service that converts speech to text in real-time, facilitating accurate and efficient note-taking.

Related categories

  • AI Tools
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About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
Learn more

Related categories

  • Developer Tools
  • Zapier