Highrise + MoonClerk
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.
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.
- When this happens...New Plan
Triggers when a new recurring plan is created.
- automatically do this!Create/Update a Contact
Triggers when a new contact is added to Highrise.
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