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Appointlet + Highrise

Add notes to Highrise contacts for new booking confirmations on Appointlet

It's important to keep an accurate history of your business with customers, but all to easy to let information fall out of date when you're busy. Get some assistance with this Appointlet Highrise integration and save yourself some effort at the same time. After it's been set up, every newly confirmed booking on Appointlet will automatically add a note to the corresponding Highrise contact, making sure their entire history is at your disposal at all times.

It's important to keep an accurate history of your business with customers, but all to easy to let information fall out of date when you're busy. Get some assistance with this Appointlet Highrise integration and save yourself some effort at the same time. After it's been set up, every newly confirmed booking on Appointlet will automatically add a note to the corresponding Highrise contact, making sure their entire history is at your disposal at all times.

  1. When this happens...
    AppointletAppointlet
    Attendee Scheduled

    Triggers when an attendee schedules a meeting or joins an existing one.

    TriggerInstant
  2. automatically do this!
    HighriseHighrise
    Create Note for Contact

    If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Instant
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    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
appointlet logo
appointlet logo

About Appointlet

Appointlet makes it easy to schedule & prepare for meetings with your customers.
Learn more

Related categories

  • Scheduling & Booking
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