Integrate Highrise with InvoiceXpress
Send information between Highrise and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Highrise
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will prepare an estimate in InvoiceXpress for a new deal created in your Highrise.
How it works
- The flow triggers when a new deal is created in Highrise.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Highrise
Highrise + InvoiceXpress
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Supported triggers and actions
Integrate Highrise and InvoiceXpress 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
Estimate created
Triggers when a new estimate is created
Item added
Triggers when a new item is added
Client added
Triggers when a new client is added
Invoice created
Triggers when a new invoice 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 invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note
Create client
Creates a new client
Create item
Creates a new item
Create estimate
Creates a new quote, proforma or fees note
Fetch client by code
Fetches the details of an existing client by code
Fetch client by ID
Fetches the details of an existing client by ID
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 InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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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.
Learn more >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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Director, Perth Security Services
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
