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Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Triggers

New Deal

Triggered when a new deal is added

New Deal Cateogry

Triggered when a new deal category is added

New Company

Triggers when a new company is added to Highrise.

New Tag

Triggers when a new tag is added to Highrise.

New User

Triggered when a new user is added.

New Case

Triggered when a new case is added

New Task Cateogry

Triggered when a new task category is added

New Task

Triggered when a new task is added

New Group

Triggered when a new group is added

Changed Deal Status

Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.

New Custom Fields

Triggers when a new custom field is created in Highrise.

New Contact

Triggers when a new contact is added to Highrise.

Actions

Create Case

Creates a new case.

Create/Update a Contact

Creates a new contact, or, if a contact exists, we will update it.

Create Deal

Creates a new deal.

Create Task for Case

Creates a new task associated with a case. Will create a new case if it doesn't exist

Create Note for Contact

If a contact exists, we will add a note to it.

Create a Company

Creates a new company if it does not exist yet.

Create Deal for Contact

Creates a new deal associated with a contact or person.

Create Task for Contact

Creates a new task associated with a contact or person.

Create Task

Creates a new task.