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DocuGenerate + Highrise

Generate documents in DocuGenerate for new contacts added to Highrise

Whenever a new contact is added in Highrise, this Zap automatically triggers a contract generation in DocuGenerate. Say goodbye to manual contract creation and hello to efficient, automated workflows for generating contracts for your Highrise contacts.

Whenever a new contact is added in Highrise, this Zap automatically triggers a contract generation in DocuGenerate. Say goodbye to manual contract creation and hello to efficient, automated workflows for generating contracts for your Highrise contacts.

  1. When this happens...
    HighriseHighrise
    New Contact

    Triggers when a new contact is added to Highrise.

    TriggerScheduled
  2. automatically do this!
    DocuGenerateDocuGenerate
    Generate Document

    Generates a document based on a template and a data set.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Highrise triggers, actions, and search

    New Task Category

    Triggered when a new task category is added

    Trigger
    Scheduled
    Try It
    • Tag

    Trigger
    Scheduled
    Try It
  • Highrise triggers, actions, and search

    Changed Deal Status

    Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.

    Trigger
    Scheduled
    Try It
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About DocuGenerate

DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various data sources.

Related categories

  • Documents
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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.

Related categories

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