Integrate Highrise with TeamGrid
Send information between Highrise and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in TeamGrid as tasks are initiated in Highrise
Facilitate better time management by automating routine task scheduling. This flow will create a new task in TeamGrid when 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 TeamGrid.
Create tasks in TeamGrid as tasks are initiated in Highrise
Highrise + TeamGrid
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Supported triggers and actions
Integrate Highrise and TeamGrid 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
Project created
Triggers when a new project is created
Contact created
Triggers when a new contact is created
Task created
Triggers when a task is created
Project completed
Triggers when a project is completed
Task completed
Triggers when task is completed
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 task
Creates a new task
Complete project
Completes an existing project
Create project
Creates a new project
Complete task
Completes an existing task
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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