Docusign + Microsoft Teams + Maximizer CRM
Create notes on Maximizer contacts when new DocuSign envelopes are completed
No more juggling multiple platforms to update your Maximizer contacts when a deal is sealed. With this powerful integration, new DocuSign envelopes completed by your clients automatically create informative notes on your Maximizer contacts. If the contact doesn't yet exist in Maximizer, the Zap will create one first. Keep your sales records organized and stay ahead of your competition with every detail at your fingertips.
No more juggling multiple platforms to update your Maximizer contacts when a deal is sealed. With this powerful integration, new DocuSign envelopes completed by your clients automatically create informative notes on your Maximizer contacts. If the contact doesn't yet exist in Maximizer, the Zap will create one first. Keep your sales records organized and stay ahead of your competition with every detail at your fingertips.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Brand ID
Email Subject
Email Body
TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
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