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Integrate Highrise with Forecast
Send information between Highrise and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new task in Forecast whenever a new task is initiated in Highrise
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Forecast each time a new task is created in Highrise.
How it works
- The flow triggers when a new task is created in Highrise.
- Zoho Flow creates a new task in Forecast.
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Set up a new task in Forecast whenever a new task is initiated in Highrise
Highrise + Forecast
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Build your own integrations between Highrise and Forecast
Connect Highrise and Forecast with over 1000+ 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 Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New tag
Triggers when a new tag is created
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New task
Triggers when a new task is created
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New deal
Triggers when a new deal is created
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New company
Triggers when a new company is created
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New case
Triggers when a new case is created
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New task category
Triggers when a new task category is created
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New deal category
Triggers when a new deal category is created
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New custom fields
Triggers when a new custom field is created
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New group
Triggers when a new group is created
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New contact
Triggers when a new contact is created
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New user
Triggers when a new user is created
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New person
Triggers when a new person is added
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New time entry
Triggers when a new time entry is created in the selected project
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New sprint
Triggers when a new sprint is created in the selected project
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New milestone
Triggers when a new milestone is created in the selected project
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New client
Triggers when a new client is created
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New task
Triggers when a new card is created in the selected project
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New subtask
Triggers when a new subtask is created in the selected project
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New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create contact
Creates a new contact
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Fetch contact
Fetches a contact by email
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Create case
Creates a new case
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Create task for contact
Creates a new task for the selected contact
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Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
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Fetch company
Fetches a company by name
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Create deal for contact
Creates a new deal for the selected contact
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Create deal
Creates a new deal
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Create task
Creates a new task
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Create note for contact
Creates a note for the selected contact
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Create project
Creates a new project
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Create time registration
Creates a new time registration
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Create task
Creates a new task
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Create label
Creates a new label
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Add person
Adds a new person
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Create client
Creates a new client
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Create sprint
Creates a new sprint in the selected project
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Create milestone
Creates a new milestone in the selected project
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Create subtask
Creates a new sub task/to-do
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Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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