Integrate Highrise with Quaderno
Send information between Highrise and Quaderno automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Quaderno whenever a new contact is added in Highrise
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Quaderno each time a new contact is created in Highrise.
How it works
- The flow triggers when a new contact is created in Highrise.
- Zoho Flow creates a new contact in Quaderno.
Add a new contact in Quaderno whenever a new contact is added in Highrise
Highrise + Quaderno
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Supported triggers and actions
Integrate Highrise and Quaderno 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
Abandoned checkout
Triggers when a checkout is abandoned
New invoice
Triggers when a new invoice is created
Successful checkout
Triggers when a checkout is successful
New refund
Triggers when a credit note is created
New sale
Triggers when a new sales invoice or receipt is created
Failed checkout
Triggers when a checkout fails because of insufficient funds
New contact
Triggers when a new contact 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 invoice
Creates a new invoice
Create contact
Creates a new contact
Create invoice or receipt
Creates a sales invoice or receipt
Create expense
Creates a new expense
Fetch invoice or receipt
Fetches an existing invoice or receipt by number
Fetch contact
Fetches an existing contact by email
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 Quaderno?
Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.
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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.
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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.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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