Restyaboard Integrations with Highrise through Zapier
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.
Triggered when a new deal is added
New Deal Cateogry
Triggered when a new deal category is added
Triggers when a new company is added to Highrise.
Triggers when a new tag is added to Highrise.
Triggered when a new user is added.
Triggered when a new case is added
New Task Cateogry
Triggered when a new task category is added
Triggered when a new task is added
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.
Triggers when a new contact is added to Highrise.
Creates a new case.
Create/Update a Contact
Creates a new contact, or, if a contact exists, we will update it.
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.
Creates a new task.