Highrise + Proposify Integrations

How to connect Highrise + Proposify

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Supported triggers and actions

What does this mean?

New Task Category
Triggered when a new task category is added
Trigger
Scheduled
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- Tag
  Optionally, only trigger when a new contact is tagged.
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
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- Full NameRequired
- TextRequired
- Created At
  Will attempt to explicitly set a specific date/time when adding the note to highrise.
Action
Write

- Full NameRequired
  We will search for and update, or add this name as a contact.
- Email
- Company Name
- Title
- Group
- Tags
  Comma separated list of tags to add to the contact.
- Phone Number
  The primary phone field.
- Phone Location
- Address Street
  The primary address field. Note that duplicate addresses will not be added to the same contact.
- Address City
- Address State
- Address Zip
- Address Country
- Address Location
- Website Url
- Website Url Location
Action
Write
- Contact NameRequired
  If missing, we will create this contact.
- Deal NameRequired
- Background
- Price
  A number in USD, do not include the $ or decimal cents.
- Price Type
- Group
- Category
- Owner
- Responsible Party
Action
Write
- Body or DescriptionRequired
  Give a body or description to the task.
- Time Frame
  Set a timeframe for this task (default today).
- Due At
- Assign To
- Category
- Public
Action
Write
- Case NameRequired
  Name of the case. We will only match on open cases.
- Body or DescriptionRequired
  Give a body or description to the task.
- Time Frame
  Set a timeframe for this task (default today).
- Due At
- Assign To
- Category
- Public
Action
Write
- EmailRequired
Action
Search
Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First NameRequired
  The first name of your client.
- Last NameRequired
  The last name of your client.
- Email AddressRequired
  The email address of your client.
- Company Name
  The name of the company your client works for.
- Title
  The title of your client.
- Office Number
- Mobile Number
- Address Line 1
  This field will be ignored if no company name is specified.
- Address Line 2
  This field will be ignored if no company name is specified.
- City
  This field will be ignored if no company name is specified.
- Client Website Url
  This field will be ignored if no company name is specified.
- Zip/Postal Code
  This field will be ignored if no company name is specified.
- State
  The name or ISO 3166-2 abbreviation of the client's state, province, or region. e.g. Massachusetts, MA, East Riding of Yorkshire, ERY.
- Country
  The name or ISO 3166-1-alpha-3 abbreviation of the client's country. e.g. Canada, CAN, India, IND.
- Is Default Contact
  Denotes whether or not this person is the default contact for this company. Defaults to No.
Action
Write

New Company
Triggers when a new company is added to Highrise.
Trigger
Scheduled
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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
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New Group
Triggered when a new group is added
Trigger
Scheduled
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New Tag
Triggers when a new tag is added to Highrise.
Trigger
Scheduled
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New User
Triggered when a new user is added.
Trigger
Scheduled
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- Full NameRequired
  We will search for and create this company if missing.
- Background
- Email
- Email Location
- Phone Number
  The primary phone field.
- Phone Location
- Address Street
  The primary address field.
- Address City
- Address State
- Address Zip
- Address Country
- Address Location
Action
Write
- Deal NameRequired
- Background
- Price
  A number in USD, do not include the $ or decimal cents.
- Price Type
- Group
- Category
- Owner
- Responsible Party
Action
Write
- NameRequired
  Name this case.
Action
Write
- Contact NameRequired
  If missing, we will create this contact.
- Body or DescriptionRequired
  Give a body or description to the task.
- Time Frame
  Set a timeframe for this task (default today).
- Due At
- Assign To
- Category
- Public
Action
Write
- NameRequired
Action
Search
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led ByRequired
  User that is leading development of this proposal.
- Template
- Client Email AddressRequired
  The email address of the client to whom this proposal should be assigned. If this email address doesn't exist yet, create a new Proposify Client using this email address.
- Due DateRequired
  The date the proposal is due.
- Proposal NameRequired
  The name of the proposal.
- Notes
  Internal notes (your client won't see these).
- Proposal Number
- Manual Total
  Manual total of a proposal.
- Manual Tax
  Manual tax of a Proposal.
Action
Write

How Highrise + Proposify Integrations Work

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

Connect apps

Connect Highrise + Proposify

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

Related categories

CRM (Customer Relationship Management)

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About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Learn more

Related categories

Proposal & Invoice Management

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Highrise + Proposify Integrations

How to connect Highrise + Proposify

Connect your apps and automate workflows

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

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

First NameRequired

Last NameRequired

Email AddressRequired

Company Name

Title

Office Number

Mobile Number

Address Line 1

Address Line 2

City

Client Website Url

Zip/Postal Code

State

Country

Is Default Contact