Integrate OnceHub with Highrise

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Add contacts in Highrise for new ScheduleOnce bookings


Automatically add people who have booked a meeting with you as contacts in your CRM platform. This flow adds people who have scheduled a meeting via ScheduleOnce as contacts in Highrise.

How it works
1) A new booking is scheduled in ScheduleOnce.
2) Zoho Flow adds the person who has scheduled the booking as a contact in Highrise.
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Add contacts in Highrise for new ScheduleOnce bookings

OnceHub + Highrise

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Supported triggers and actions

Integrate OnceHub and Highrise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Booking canceled

Triggers when a booking is canceled

Booking scheduled

Triggers when a new booking is scheduled

Booking rescheduled

Triggers when an existing booking is rescheduled

Booking canceled and reschedule requested

Triggers when a booking is canceled and reschedule requested

Booking marked as no-show

Triggers when an existing booking is marked as no-show

Booking event occurred

Triggers when the selected booking event has occurred

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

All Actions - Actions are the automated tasks

Fetch user

Fetches the details of an existing user

Fetch contact

Fetches the details of an existing contact

Fetch booking page

Fetches the details of an existing booking page

Fetch booking

Fetches the details of an existing booking

Fetch event type

Fetches the details of an existing event type

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

What is OnceHub?

OnceHub is meeting and appointment scheduling software. You can customize bookings, share booking pages, and maintain complete control over your schedule with an approval process.

Bookings/Scheduling

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

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Sales Director, Artico

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CEO, Lakeside CNC Group

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Julien Granjean

CEO, iDAYit

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