Integrate Tookan with Highrise
Send information between Tookan and Highrise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in Highrise for every new order placed through Tookan
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Highrise whenever a new order is created in Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new deal in Highrise.
Set up a new deal in Highrise for every new order placed through Tookan
Tookan + Highrise
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Supported triggers and actions
Integrate Tookan and Highrise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task updated
Triggers when the details of an existing task are updated
Order created
Triggers when a new order is created
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
Create delivery task
Creates a new delivery task
Create merchant
Creates a new merchant
Create pickup and delivery task
Creates a new pickup and delivery task
Create appointment task
Creates a new appointment task
Create agent
Creates a new agent
Create customer
Creates a new customer
Create pickup task
Creates a new pickup task
Update job date
Updates the existing job date
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 Tookan?
Similar apps
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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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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