Integrate Highrise with ClickUp

Send information between Highrise and ClickUp automatically, without writing any code, using Zoho Flow.

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Create a new task in ClickUp each time a new task is created in Highrise

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in ClickUp whenever a new task is initiated in Highrise.

How it works
  1. The flow triggers when a new task is created in Highrise.
  2. Zoho Flow creates a new task under the selected list in ClickUp.
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Create a new task in ClickUp each time a new task is created in Highrise

Highrise + ClickUp

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Supported triggers and actions

Integrate Highrise and ClickUp 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

List created

Triggers when a new list is created

Time entry created

Triggers when a new time entry is created

Folder updated

Triggers when any detail of an existing folder is updated

Task status updated

Triggers when the status of a task in the selected space is updated

Task updated

Triggers when any detail of a task in the selected space is updated

Task created

Triggers when a new task is created

List updated

Triggers when any detail of an existing list is updated

Task moved

Triggers when a task is moved in the selected space

Folder created

Triggers when a new folder is created

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 folder

Creates a new folder

Create checklist

Creates a checklist for the specified task

Create subtask

Creates a new subtask under the specified task

Create list

Creates a new list

Add comment

Adds a comment to the specified task

Create task using template

Creates a new task using an existing template

Create task

Creates a new task under the selected list

Update list

Updates the details of the specified list

Update task

Updates the details of the specified task

Update task custom field

Updates the details of an existing task custom field

Fetch task

Fetches the details of an existing task by ID and custom fields

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.

CRM

What is ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

Project Management

Build comprehensive workflows using

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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