Highrise + MoonClerk Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Highrise and MoonClerk, with as many as 18 possible integrations. Are you ready to find your productivity superpowers?
Create or update contacts on Highrise for new recurring MoonClerk customers
Tired of checking if your Highrise contacts are up to date? Never worry about that again once you set up this MoonClerk Highrise integration, since we'll see to it that they are, using the information from each new recurring payment plan on MoonClerk to either update a matching contact on Highrise or create a new entry with all its details.
How It Works
- A new MoonClerk recurring customer is created
- Zapier automatically adds or updates a contact on Highrise
What You Need
- MoonClerk account
- Highrise account
It's easy to connect Highrise + MoonClerk and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new contact is added to Highrise.
Creates a new contact, or, if a contact exists, we will update it.
Triggered when a new deal is added
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.
Triggers when a new company is added to Highrise.
Creates a new company if it does not exist yet.
Triggered when a new task is added
Creates a new deal associated with a contact or person.
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Creates a new task associated with a contact or person.
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