Integrate Highrise with Clustdoc
Send information between Highrise and Clustdoc automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Highrise and Clustdoc using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task category
Triggers when a new task category is created
New user
Triggers when a new user is created
New group
Triggers when a new group is created
New tag
Triggers when a new tag is created
New company
Triggers when a new company is created
New deal
Triggers when a new deal is created
New deal category
Triggers when a new deal category is created
New case
Triggers when a new case is created
New contact
Triggers when a new contact is created
New custom fields
Triggers when a new custom field is created
New task
Triggers when a new task is created
Application created
Triggers when a new application is created
E-contract created
Triggers when a new e-contract is created
Application closed
Triggers when an application is closed
Template created
Triggers when a new template is created
Online form created
Triggers when a new online form is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Fetch company
Fetches a company by name
Create task for contact
Creates a new task for the selected contact
Create deal
Creates a new deal
Create deal for contact
Creates a new deal for the selected contact
Create note for contact
Creates a note for the selected contact
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Create contact
Creates a new contact
Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
Create case
Creates a new case
Update template
Updates the details of an existing template
Create template
Creates a new template
Create online form
Creates a new online form
Create message
Creates a new message
Create e-contract
Creates a new e-contract
Create application
Creates a new application
Update online form
Updates the details of an existing online form
Update e-contract
Updates the details of an existing e-contract
Update an application
Updates the details of an existing application
Update message
Updates the details of an existing message
Fetch template
Fetches the details of an existing template using ID
Fetch online form
Fetches the details of an existing online form using ID
Fetch e-contract
Fetches the details of an existing e-contract using ID
Fetch application
Fetches the details of an existing application using ID
Fetch message
Fetches the details of an existing message using ID
Search template record
Searches for an existing template using template name
Search application record
Searches for an existing application using an email address, first name, or last name of the contact
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 Clustdoc?
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Build comprehensive workflows using
Webhook triggers
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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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