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Integrate Highrise with Alegra
Send information between Highrise and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Prepare an estimate in Alegra for new deals created in your Highrise
Automate the generation of estimates for new deals in your relationship management software to streamline sales and accounting processes. This flow will prepare an estimate in Alegra for a new deal created in your Highrise.
How it works
- The flow triggers when a new deal is created in Highrise.
- Zoho Flow creates a new estimate in Alegra.
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Prepare an estimate in Alegra for new deals created in your Highrise
Highrise + Alegra
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Build your own integrations between Highrise and Alegra
Connect Highrise and Alegra with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Highrise and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New tag
Triggers when a new tag is created
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New task
Triggers when a new task is created
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New deal
Triggers when a new deal is created
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New company
Triggers when a new company is created
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New case
Triggers when a new case is created
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New task category
Triggers when a new task category is created
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New deal category
Triggers when a new deal category is created
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New custom fields
Triggers when a new custom field is created
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New group
Triggers when a new group is created
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New contact
Triggers when a new contact is created
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New user
Triggers when a new user is created
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Invoice created
Triggers when a new invoice is created
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Product or service created
Triggers when a new product or service is created
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Payment recorded
Triggers when a new payment is recorded
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Contact created
Triggers when a new contact is created
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Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create contact
Creates a new contact
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Fetch contact
Fetches a contact by email
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Create case
Creates a new case
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Create task for contact
Creates a new task for the selected contact
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Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
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Fetch company
Fetches a company by name
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Create deal for contact
Creates a new deal for the selected contact
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Create deal
Creates a new deal
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Create task
Creates a new task
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Create note for contact
Creates a note for the selected contact
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Create estimate
Creates a new estimate
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Create item
Creates a new item
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Send estimate
Sends an estimate through email
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Create contact
Creates a new contact
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Create invoice
Creates a new invoice
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Send invoice
Sends an invoice through email
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Fetch contact
Fetches the details of an existing contact
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Fetch invoice
Fetches the details of an existing invoice
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Fetch item
Fetches the details of an existing item
What is Highrise?
Highrise is a CRM platform that lets you generate reports on your leads and pipeline. You can set recurring reminders, send bulk emails, and use the group inbox to prioritize answering leads.
Similar apps
What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
Similar apps
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