Integrate Highrise with Redbooth

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

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Create tasks in Redbooth as tasks are initiated in Highrise

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Redbooth 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 Redbooth.
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Create tasks in Redbooth as tasks are initiated in Highrise

Highrise + Redbooth

Build your own integrations between Highrise and Redbooth

Connect Highrise and Redbooth 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 Redbooth 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

New notification

Triggers when you have a new notification

New task list

Triggers when a new task list is created

New task

Triggers when a new task is created

New workspace

Triggers when a new workspace is created in the selected organization

New organization

Triggers when a new organization 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

Add comment

Adds a new comment

Create task

Creates a new task

Create organization

Creates a new organization

Create task list

Creates a new task list

Create workspace

Creates a new workspace in the selected organization

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 Redbooth?

Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.

Project Management

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 >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

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