Cognito Forms + Highrise

Create new Highrise companies from new Cognito Forms entries

Efficiently manage your new contacts by connecting Cognito Forms with Highrise. When a new entry is submitted in Cognito Forms, this automation will create a company in Highrise, saving you time and keeping your contact information organized. Enhance your CRM with this seamless workflow and never miss out on important connections.

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Create a Company
Triggers when a new company is added to Highrise.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

New Task Category
Triggered when a new task category is added
Trigger
Scheduled
Try It
- Tag
Trigger
Scheduled
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- Status
Trigger
Scheduled
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Changed Deal Status
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Trigger
Scheduled
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- Status
Trigger
Scheduled
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New Task
Triggered when a new task is added
Trigger
Scheduled
Try It
- Full NameRequired
- TextRequired
- Created At
Action
Write
- 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
Action
Write
- Contact NameRequired
- Deal NameRequired
- Background
- Price
- Price Type
- Group
- Category
- Owner
- Responsible Party
Action
Write
- Body or DescriptionRequired
- Time Frame
- Due At
- Assign To
- Category
- Public
Action
Write
- Case NameRequired
- Body or DescriptionRequired
- Time Frame
- Due At
- Assign To
- Category
- Public
Action
Write
- EmailRequired
Action
Search

- FormRequired
Trigger
Instant
Try It
- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FormRequired
- IdRequired
Action
Search
New Company
Triggers when a new company is added to Highrise.
Trigger
Scheduled
Try It
New Custom Fields
Triggers when a new custom field is created in Highrise.
Trigger
Scheduled
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New Deal Category
Triggered when a new deal category is added
Trigger
Scheduled
Try It
New Group
Triggered when a new group is added
Trigger
Scheduled
Try It
New Tag
Triggers when a new tag is added to Highrise.
Trigger
Scheduled
Try It
New User
Triggered when a new user is added.
Trigger
Scheduled
Try It
- Full NameRequired
- Background
- Email
- Email Location
- Phone Number
- Phone Location
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
- Address Location
Action
Write
- Deal NameRequired
- Background
- Price
- Price Type
- Group
- Category
- Owner
- Responsible Party
Action
Write
- NameRequired
Action
Write
- Contact NameRequired
- Body or DescriptionRequired
- Time Frame
- Due At
- Assign To
- Category
- Public
Action
Write
- NameRequired
Action
Search

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Formdesk

Forms & Surveys

About Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Nimble

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Cognito Forms + Highrise

Create new Highrise companies from new Cognito Forms entries

Entry Deleted

Update Entry

FormRequired

Delete Entry

FormRequired

IdRequired

Set Form Availability

FormRequired

Availability Start

Availability End

Not Available Message

Get Document

FormRequired

Entry IdRequired

Template NumberRequired

New Task Category

New Contact

Tag

New Deal

Status

Changed Deal Status

New Case

Status

New Task

Create Note for Contact

Full NameRequired

TextRequired

Created At

Create/Update a Contact

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

Create Deal for Contact

Contact NameRequired

Deal NameRequired

Background

Price

Price Type

Group

Category

Owner

Responsible Party

Create Task

Body or DescriptionRequired

Time Frame

Due At

Assign To

Category

Public

Create Task for Case

Case NameRequired

Body or DescriptionRequired

Time Frame

Due At

Assign To

Category

Public

Find a Contact

EmailRequired

New Entry

FormRequired

Create Entry