Integrate Current RMS with HighLevel
Send information between Current RMS and HighLevel automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Current RMS and HighLevel using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Purchase order created
Triggers when a new purchase order is added
Activity created
Triggers when a new activity is added
Project created
Triggers when a new project is added
Product created
Triggers when a new product is added
Invoice created
Triggers when new invoice created
Contact created
Triggers when a new contact created
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
Opportunity status changed
Triggers when the status of an opportunity is changed
Contact updated
Triggers when the details of an existing contact are updated
Contact tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
Contact added
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Create project
Creates a new project
Create invoice
Creates a new invoice
Create venue
Creates a new venue
Create user
Creates a new user with basic details
Create contact
Creates a new contact
Create product
Creates a new product
Create organization
Creates a new organization
Fetch invoice items
Fetches the details of an existing invoice
Fetch product
Fetches the details of an existing product
Fetch project
Fetches the details of an existing project
Fetch organization
Fetches the details of an existing organization
Fetch contact
Fetches the details of an existing contact
Fetch venue
Fetches the details of an existing venue
Create user
Create a new user
Add contact to campaign
Adds a contact to an existing campaign
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Add tag to contact
Adds a tag to the specified contact
Create business
Creates a new business
Create or update contact
Creates a new contact or updates the details of an existing contact
Add workflow to contact
Adds a workflow to the specified contact
Create task
Creates a new task
Update user
Update the details of an existing user by ID
Update contact
Update the details of an existing contact by ID
Update opportunity
Update the details of an existing opportunity by ID
Fetch contact
Fetches the details of an existing contact by query
Remove contact from campaign
Removes a contact from an existing campaign
Remove tag from contact
Removes a tag from the specified contact
Fetch opportunity
Fetches the details of an existing opportunity
What is Current RMS?
Current RMS is a powerful cloud rental management software platform that lets you manage your entire rental business on the go, from any device and location. It also lets you track inventory, create customized rental documents, allocate labor, and more.
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What is HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.
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