Restyaboard Integrations with Highrise through Zapier

Restyaboard Integrations with Highrise through Zapier

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 Board

Data sent to Highrise, when the user creates a new board.

New List

Data sent to Highrise, when the user creates a new list on the board.

New Card

Data sent to Highrise, when the user creates a new card in the list of the board.

New Activity

Data sent to Highrise, when the user performs any activity.

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.

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