Maximizer Solve

Maximizer + Solve Integrations, Built by an AI Agent

Put Maximizer + Solve to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Maximizer and Solve below — describe the exact one you want above and the Agent builds it on demand.

Maximizer + Solve When an opportunity stage changes in Maximizer CRM, sync deal status to Solve CRM. See details
Sync newly created leads across CRM platforms When a new lead is captured in Maximizer, automatically create or update the matching contact in Solve to keep records synchronized. See details
Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Solve, update the corresponding opportunity stage in Maximizer for unified revenue reporting. See details
Log pipeline stage updates as CRM activities When a deal moves forward in Maximizer, log a status update activity on the corresponding account record in Solve. See details

Browse the full workflow library →

Looking to achieve something else with Maximizer and Solve?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Maximizer and Solve

Everything Maximizer and Solve can do inside a workflow — the triggers that start one and the actions that run when it fires.

Maximizer Explore Maximizer →

A customer relationship management platform designed to help sales and service teams streamline lead management and client relationships.

Triggers
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.

New or Updated Appointment (Via Webhook)

Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.

New or Updated Lead Entry (Via Webhook)

Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.

Opportunity Stage Changed

Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.

New or Updated Address Book Entry

Triggers when there is a new or updated Address Book entry

Date Notification for Address Book Entry

Triggers when Address Book entry reaches notification date

Actions
Add Subscriber to Campaign

Add Subscriber to Campaign

Convert Lead Entry

Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity

Create Address Book Entry

Creates new company, individual or contact in your Address Book

Create Appointment

Creates new Appointment entry

Create Case

Creates new Customer Service Case

Create Document

Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.

Solve Explore Solve →

Solve CRM is a cloud-based customer relationship management platform built to centralize company contacts, project activities, and task histories.

Triggers
New Company

Triggers when you add a new company.

New Contact

Triggers when you add a new contact.

New Tagged Contact

Triggers when a specific tag is applied to a contact.

New Tagged Contact (Beta)

Triggers when a specific tag is applied to a contact.

New User

Triggers when you add a new user account.

New Workgroup

Triggers when a new workgroup is created.

Actions
Create Company

Creates a new company.

Create Contact

Create a new contact.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Maximizer + Solve

Is there a pre-built Maximizer + Solve automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Maximizer and Solve's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Maximizer or Solve connector?

No. The Agent works whether or not Maximizer or Solve already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.

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