Integrate Highrise with Apptio Targetprocess
Send information between Highrise and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.
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Create a new task in Apptio Targetprocess each time a new task is created in Highrise
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Apptio Targetprocess every time a new task is added in Highrise.
How it works
- The flow triggers when a new task is created in Highrise.
- Zoho Flow creates a new task in Apptio Targetprocess.
Create a new task in Apptio Targetprocess each time a new task is created in Highrise
Highrise + Apptio Targetprocess
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Supported triggers and actions
Integrate Highrise and Apptio Targetprocess using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New tag
Triggers when a new tag is created
New task
Triggers when a new task is created
New deal
Triggers when a new deal is created
New company
Triggers when a new company is created
New case
Triggers when a new case is created
New task category
Triggers when a new task category is created
New deal category
Triggers when a new deal category is created
New custom fields
Triggers when a new custom field is created
New group
Triggers when a new group is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
New comment
Triggers when a new comment is added
New bug
Triggers when a new bug is created
New task
Triggers when a new task is created
New build
Triggers when a new build is created
New iteration
Triggers when a new iteration is added
New request
Triggers when a new request is created
New feature
Triggers when new feature is created
New release
Triggers when a new release is created
New time record
Triggers when a new time record is created
New user story
Triggers when a new user story is created
New project
Triggers when a new project is created
New team iteration
Triggers when a new team iteration is added
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create contact
Creates a new contact
Fetch contact
Fetches a contact by email
Create case
Creates a new case
Create task for contact
Creates a new task for the selected contact
Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
Fetch company
Fetches a company by name
Create deal for contact
Creates a new deal for the selected contact
Create deal
Creates a new deal
Create task
Creates a new task
Create note for contact
Creates a note for the selected contact
Create request
Creates a new request
Add requester to request
Creates a new requester and adds them to an existing request
Create build
Creates a new build
Add comment
Adds a new comment to an existing entity
Create user story
Creates a new user story
Create time record
Creates a new time record
Create bug
Creates a new bug
Create feature
Creates a new feature
Create task
Creates a new task
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.
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What is Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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