Connect LiquidPlanner Classic and Highrise to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate LiquidPlanner Classic with Highrise - no code necessary. See how you can get setup in minutes.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect LiquidPlanner Classic and Highrise to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect LiquidPlanner Classic and Highrise to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Space NameRequired
- Member IDRequired
- Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Name
- Billable Flag
- Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- CommentRequired
- Commentator Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- NameRequired
- Start Date
- Finish Date
- Owner Name
- Comment
- Link URL
- Description
- Note
- Parent Name
- Package Name
- Activity Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Link URL
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- NameRequired
- Start TimeRequired
- Finish TimeRequired
- Owner Name
- Comment
- Link URL
- Description
- Note
- Parent Name
- Package Name
- Activity Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- NameRequired
- Low
- High
- Owner Name
- Description
- Comment
- Link URL
- Note
- Activity Name
- Parent Name
- Package Name
- External Reference
- Delay Until
- Promise By
- Max Effort
- Manual Alert
- Started On
- Done On
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Other NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Member IDRequired
- Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Low
- High
- Activity Name
- Restart Timer
- Comment
- Note
- Is Done Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Member IDRequired
- Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Commentator Name
- Comment TextRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Link DescriptionRequired
- Link URL
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Partial Day Event NameRequired
- Name
- Start Time
- Finish Time
- Package Name
- Parent Name
- Activity Name
- Event Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Task Category
Triggered when a new task category is added
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Changed Deal Status
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggered when a new task is added
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Full NameRequired
- TextRequired
- Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Email
- Company_name
- Title
- Group
- Tags
- Phone_number
- Phone_location
- Address_street
- Address_city
- Address_state
- Address_zip
- Address_country
- Address_location
- Website_url
- Website_url_location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Full NameRequired
- Background
- Price
- Price_type
- Group
- Category
- Owner
- Responsible Party
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Body or DescriptionRequired
- Time Frame
- Due_at
- Assign To
- Category
- Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case NameRequired
- Body or DescriptionRequired
- Time Frame
- Due_at
- Assign To
- Category
- Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Space NameRequired
- Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- NameRequired
- Sort Order
- Completed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Prerequisite Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- NameRequired
- Owner
- Package Name
- Parent Name
- Description
- Delay Until
- Done On
- External Reference
- Promise By
- Max Effort
- Manual Alert
- Is Done Flag
- Is on Hold Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- NameRequired
- Date
- Owner
- Comment
- Description
- Note
- Link URL
- Activity Name
- Parent Name
- Package Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Parent Package Name
- Owner Name
- Parent Name
- NameRequired
- Description
- Delay Until
- Done On
- External Reference
- Manual Alert
- Max Effort
- Promise By
- Is Done Flag
- Is on Hold Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Owner Name
- Parent Name
- Client Name
- NameRequired
- Description
- Delay Until
- Done On
- External Reference
- Manual Alert
- Max Effort
- Promise By
- Is Done Flag
- Is on Hold Flag
- Parent Package Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Low
- High
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Other NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Work
- Low
- High
- Activity Name
- Member IDRequired
- Is Done Flag
- Done On
- Work Performed On
- Comment
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Member IDRequired
- Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Owner Name
- Checklist NameRequired
- NameRequired
- Sort Order
- Completed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Event NameRequired
- Name
- Start Date
- Finish Date
- Parent Name
- Package Name
- Activity Name
- Event Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Milestone NameRequired
- Name
- Date
- Activity Name
- Package Name
- Parent Name
- Event Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Name
- Event Description
- Parent Name
- Package Name
- Activity Name
- Delay Until
- Done On
- Promise By
- Started On
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Company
Triggers when a new company is added to Highrise.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Custom Fields
Triggers when a new custom field is created in Highrise.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Deal Category
Triggered when a new deal category is added
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Group
Triggered when a new group is added
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Tag
Triggers when a new tag is added to Highrise.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New User
Triggered when a new user is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Full NameRequired
- Background
- Email
- Email_location
- Phone_number
- Phone_location
- Address_street
- Address_city
- Address_state
- Address_zip
- Address_country
- Address_location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Background
- Price
- Price_type
- Group
- Category
- Owner
- Responsible Party
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Body or DescriptionRequired
- Time Frame
- Due_at
- Assign To
- Category
- Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app