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Create business workflows for Highrise without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Highrise workflows

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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.
Use this flow
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Add contacts in Highrise for new ScheduleOnce bookings

OnceHub + Highrise

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Send an email via Sendwithus for new contacts in Highrise


Send an email every time there's a new contact added to your CRM platform. This flow sends an email via Sendwithus every time a new contact is created in Highrise.

How it works
1) A new contact is created in Highrise.
2) Zoho Flow sends an email notification via Sendwithus.
Use this flow
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Send an email via Sendwithus for new contacts in Highrise

Highrise + Sendwithus

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Supported 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

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

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.

Learn more >

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.

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Know more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Know more

Harnoor Abroll

Technical and Operations Head, TruAct

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