Integrate Highrise with Clinked
Send information between Highrise and Clinked automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Clinked 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 Clinked whenever a new task is initiated in Highrise.
How it works
- The flow triggers when a new task is created in Highrise.
- Zoho Flow creates a new task in Clinked.
Create a new task in Clinked each time a new task is created in Highrise
Highrise + Clinked
Build your own integrations between Highrise and Clinked
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Supported triggers and actions
Integrate Highrise and Clinked 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
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 group
Creates a new group
Create discussion
Creates a new discussion
Create member
Creates a new member
Duplicate a group
Duplicates an existing group
Create event
Creates a new event
Create note
Creates a new note
Create task
Creates a new task
Create or update folder
Creates a new folder or updates an existing folder
Update member
Updates the details of the specified member
Fetch group
Fetches the details of an existing group by group ID
Fetch member
Fetches the details of an existing member by username
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 Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
