Integrate Highrise with Aero Workflow
Send information between Highrise and Aero Workflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Aero Workflow when new tasks are initiated in Highrise
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Aero Workflow whenever a new task is initiated in Highrise.
How it works
- The flow triggers when a new task is created in Highrise.
- Zoho Flow creates a new task in Aero Workflow.
Set up tasks in Aero Workflow when new tasks are initiated in Highrise
Highrise + Aero Workflow
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Supported triggers and actions
Integrate Highrise and Aero Workflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task category
Triggers when a new task category is created
New user
Triggers when a new user is created
New group
Triggers when a new group is created
New tag
Triggers when a new tag is created
New company
Triggers when a new company is created
New deal
Triggers when a new deal is created
New deal category
Triggers when a new deal category is created
New case
Triggers when a new case is created
New contact
Triggers when a new contact is created
New custom fields
Triggers when a new custom field is created
New task
Triggers when a new task is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Fetch company
Fetches a company by name
Create task for contact
Creates a new task for the selected contact
Create deal
Creates a new deal
Create deal for contact
Creates a new deal for the selected contact
Create note for contact
Creates a note for the selected contact
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Create contact
Creates a new contact
Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
Create case
Creates a new case
Create appointment
Creates a new appointment
Create company
Creates a new company
Create task
Creates a new task
Create contact
Creates a new contact
Create email
Creates a new email
Fetch contact
Fetches details of an existing contact by ID
What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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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. Learn more
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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.
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