

Integrate Highrise with Forecast
Send information between Highrise and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Set up a new task in Forecast whenever a new task is initiated in Highrise
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Forecast each time a new task is created in Highrise.
How it works
- The flow triggers when a new task is created in Highrise.
- Zoho Flow creates a new task in Forecast.


Set up a new task in Forecast whenever a new task is initiated in Highrise
Highrise + Forecast

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Supported triggers and actions
Integrate Highrise and Forecast 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 person
Triggers when a new person is added

New time entry
Triggers when a new time entry is created in the selected project

New sprint
Triggers when a new sprint is created in the selected project

New milestone
Triggers when a new milestone is created in the selected project

New client
Triggers when a new client is created

New task
Triggers when a new card is created in the selected project

New subtask
Triggers when a new subtask is created in the selected project

New project
Triggers when a new project 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

Create project
Creates a new project

Create time registration
Creates a new time registration

Create task
Creates a new task

Create label
Creates a new label

Add person
Adds a new person

Create client
Creates a new client

Create sprint
Creates a new sprint in the selected project

Create milestone
Creates a new milestone in the selected project

Create subtask
Creates a new sub task/to-do

Fetch label
Fetches an existing label by name
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.
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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