Integrate Tookan with Highrise

Send information between Tookan and Highrise automatically, without writing any code, using Zoho Flow.

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Set up a new deal in Highrise for every new order placed through Tookan

Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Highrise whenever a new order is created in Tookan.

How it works
  1. The flow triggers when a new order is created in Tookan.
  2. Zoho Flow creates a new deal in Highrise.
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Set up a new deal in Highrise for every new order placed through Tookan

Tookan + Highrise

Build your own integrations between Tookan and Highrise

Connect Tookan and Highrise with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Tookan and Highrise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task updated

Triggers when the details of an existing task are updated

Order created

Triggers when a new order is created

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 delivery task

Creates a new delivery task

Create merchant

Creates a new merchant

Create pickup and delivery task

Creates a new pickup and delivery task

Create appointment task

Creates a new appointment task

Create agent

Creates a new agent

Create customer

Creates a new customer

Create pickup task

Creates a new pickup task

Update job date

Updates the existing job date

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 Tookan?

Tookan is a delivery management platform that allows you to navigate to multiple destinations, collect digital signatures, and customize alerts.

Shipping Signature

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the 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

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