Create notes on contacts in Maximizer and send Slack channel messages when new Qwilr projects are accepted
By connecting Maximizer, Qwilr, and Slack with this Zap, you can automatically create detailed notes on contacts in Maximizer whenever a project gets accepted in Qwilr, ensuring that your sales team has complete customer interaction data within Maximizer. Keep your team updated in real-time with instant Slack notifications, stay organized, and close deals faster with a comprehensive customer view and improved collaboration.
By connecting Maximizer, Qwilr, and Slack with this Zap, you can automatically create detailed notes on contacts in Maximizer whenever a project gets accepted in Qwilr, ensuring that your sales team has complete customer interaction data within Maximizer. Keep your team updated in real-time with instant Slack notifications, stay organized, and close deals faster with a comprehensive customer view and improved collaboration.
- When this happens...Project Accepted
Triggers when a project is accepted.
- automatically do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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Project Accepted
Triggers when a project is accepted.
Try ItProject First Viewed
Triggers when a project is first viewed.
Try ItCreate Project
Creates a new project.
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 It
New Project
Triggers when a project is first created.
Try ItProject Published
Triggers when a project is published.
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 ItNew or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Try It