Highrise + LiquidPlanner Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Highrise and LiquidPlanner.

Connect Highrise + LiquidPlanner in Minutes

It's easy to connect Highrise + LiquidPlanner and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Task Category

Triggered when a new task category is added

New Contact

Triggers when a new contact is added to Highrise.

New Deal

Triggered when a new deal is added

Changed Deal Status

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

New Case

Triggered when a new case is added

New Company

Triggers when a new company is added to Highrise.

New Custom Fields

Triggers when a new custom field is created in Highrise.

New Deal Category

Triggered when a new deal category is added

New Group

Triggered when a new group is added

New Tag

Triggers when a new tag is added to Highrise.

How Highrise + LiquidPlanner Integrations Work

  1. Step 1: Authenticate Highrise + LiquidPlanner.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Highrise + LiquidPlanner