Integrate Highrise with Flow

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

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Set up a new task in Flow whenever a new task is initiated in Highrise

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Flow when a new task is created in Highrise.

How it works
  1. The flow triggers when a new task is created in Highrise.
  2. Zoho Flow creates a new task in the selected workspace in Flow.
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Set up a new task in Flow whenever a new task is initiated in Highrise

Highrise + Flow

Build your own integrations between Highrise and Flow

Connect Highrise and Flow with over 950+ 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 Flow 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

Project created

Triggers when a new project is created

Team created

Triggers when a new team is created

Project updated

Triggers when the details of an existing project are updated

Task created

Triggers when a new task is created

Task updated

Triggers when the selected task is updated

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 task

Creates a new task in the selected workspace

Post comment

Posts a comment in the selected 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.

CRM

What is Flow?

Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.

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.

Learn more >

Custom functions

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

Learn more >

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

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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