Triggers

Add Members to Project

Data sent to Highrise, when the user adds one or more members to a specific project.

New Task

Data sent to Highrise, when the user creates a new task in the project.

Create Task Comment

Data sent to Highrise, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to Highrise, when the user added a new comment.

New Activity

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

New Task Activity

Data sent to Highrise, when the user performs any activity on the particular task of the project.

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.