Create ServiceM8 jobs from new or updated Maximizer CRM appointment entries
This workflow activates when there's a new or updated appointment entry in your Maximizer CRM. It then initiates a create job action in the ServiceM8 app. This automation process seamlessly transfers your appointment data, solving the problem of manual data entry. It helps keep your job scheduling updated and efficient, thereby enhancing customer service and operational efficiency.
This workflow activates when there's a new or updated appointment entry in your Maximizer CRM. It then initiates a create job action in the ServiceM8 app. This automation process seamlessly transfers your appointment data, solving the problem of manual data entry. It helps keep your job scheduling updated and efficient, thereby enhancing customer service and operational efficiency.
- When this happens...New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
- automatically do this!Create Job
Creates a new job.
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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 ItNew or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Try ItEntry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try It
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 ItOpportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try It