Highrise + QuickBooks Online + Wufoo Integrations

How to connect Highrise + QuickBooks Online + Wufoo

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Do even more with Highrise + QuickBooks Online + Wufoo

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Highrise, QuickBooks Online, and Wufoo. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Task Category
Triggered when a new task category is added
Trigger
Scheduled
Try It
- Tag
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It
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
- Status
Trigger
Scheduled
Try It

New Task
Triggered when a new task is added
Trigger
Scheduled
Try It
- Full NameRequired
- TextRequired
- Created At
Action
Write

- 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
Action
Write
- Contact NameRequired
- Deal NameRequired
- Background
- Price
- Price Type
- Group
- Category
- Owner
- Responsible Party
Action
Write
- Body or DescriptionRequired
- Time Frame
- Due At
- Assign To
- Category
- Public
Action
Write
- Case NameRequired
- Body or DescriptionRequired
- Time Frame
- Due At
- Assign To
- Category
- Public
Action
Write
- EmailRequired
Action
Search
New Bill
Triggers when a new bill is added.
Trigger
Scheduled
Try It
New Estimate
Triggered when you add a new estimate.
Trigger
Scheduled
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Scheduled
Try It
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Trigger
Scheduled
Try It
New Purchase Order
Triggers when a new purchase order is added.
Trigger
Scheduled
Try It
Updated Customer
Triggered when an existing customer is updated.
Trigger
Scheduled
Try It
- VendorRequired
- Bill Number
- Line Item
- Line Description
- AmountRequired
- Qty
- Unit Price
- Line Class
- AP Account
- Customer
- Due Date
- Transaction Date
Action
Write
- VendorRequired
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Global Tax Calculation
- Product/Service
- Description
- Qty
- Rate
- AmountRequired
- Billable?
- Customer
- Line Class
- Tax Code
- AP Account
- Memo
Action
Write
- Full NameRequired
- Display Name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred Payment Method
- Preferred Delivery Method
- Terms
- Customer Type
Action
Write
- Payee TypeRequired
- Payment TypeRequired
- Bank/Credit AccountRequired
- Payment Date
- Payment Method
- Reference Number
- Print Later?
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Memo
Action
Write
- Journal Date
- Journal Number
- AccountRequired
- Debit AmountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- AccountRequired
- Credit AmountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange Rate
Action
Write
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line AmountRequired
- Service Date
- Line Description
- Product/Service
- Line Item Quantity
- Line Item Unit Price
- Line Item Tax Code
- Line Item Class
- Transaction Date
- Total Discount
- Payment Method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Currency
- Exchange Rate
- Class
- Tax Code
- Total Tax
- Tax Calculation
- Shipping Tax
- Shipping Cost
- Department
Action
Write
- VendorRequired
- Purchase Order Status
- Mailing Address
- Shipping Address
- Purchase Order Date
- Ship Via
- Purchase Order Number
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Your Message to Vendor
- Memo
Action
Write
- InvoiceRequired
- EmailRequired
Action
Write
- Time Activity TypeRequired
Action
Write
- InvoiceRequired
- Customer
- Email
- Cc
- Bcc
- Send Later?
- Billing Address
- Shipping Address
- Terms
- Invoice Date
- Due Date
- Ship Via
- Shipping Date
- Tracking Number
- Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Tax
- Class
- Message Displayed on Invoice
- Message Displayed on Statement
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax Code
- Total Tax
- Tax Calculation
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Shipping Tax
- Shipping
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Product NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- Full NameRequired
- Display Name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred Payment Method
- Preferred Delivery Method
- Terms
- Customer Type
Action
Search or write
- FormRequired
Trigger
Scheduled
Try It
New Form
Triggers when you build a new form.
Trigger
Scheduled
Try It
- FormRequired
Trigger
Instant
Try It
- Form HashRequired
Action
Write

New Company
Triggers when a new company is added to Highrise.
Trigger
Scheduled
Try It
New Custom Fields
Triggers when a new custom field is created in Highrise.
Trigger
Scheduled
Try It
New Deal Category
Triggered when a new deal category is added
Trigger
Scheduled
Try It
New Group
Triggered when a new group is added
Trigger
Scheduled
Try It
New Tag
Triggers when a new tag is added to Highrise.
Trigger
Scheduled
Try It
New User
Triggered when a new user is added.
Trigger
Scheduled
Try It
- Full NameRequired
- Background
- Email
- Email Location
- Phone Number
- Phone Location
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
- Address Location
Action
Write
- Deal NameRequired
- Background
- Price
- Price Type
- Group
- Category
- Owner
- Responsible Party
Action
Write
- NameRequired
Action
Write
- Contact NameRequired
- Body or DescriptionRequired
- Time Frame
- Due At
- Assign To
- Category
- Public
Action
Write
- NameRequired
Action
Search
New Account
Triggered when you add a new account.
Trigger
Scheduled
Try It
New Customer
Triggered when you add a new customer.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is added.
Trigger
Scheduled
Try It
New Invoice
Triggered when you add a new invoice (with line item support).
Trigger
Scheduled
Try It
New Payment
Triggered when a payment is received (with line item support).
Trigger
Scheduled
Try It
New Sales Receipt
Triggered when a new sales receipt is added.
Trigger
Scheduled
Try It
New Vendor
Triggered when a new vendor is added.
Trigger
Scheduled
Try It
- VendorRequired
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Currency
- Global Tax Calculation
- Description
- AmountRequired
- Billable?
- Customer
- Class
- AccountRequired
- Tax Code
- AP Account
- Memo
Action
Write
- CustomerRequired
- Email
- Send Later?
- Billing Address
- Credit Memo Date
- Credit Memo Number
- Class
- AmountRequired
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Tax
- Class
- Message Displayed On Credit Memo
- Memo
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Sales Tax Rate
- Shipping Cost
Action
Write
- CustomerRequired
- Number
- Line AmountRequired
- Line Description
- Line Item/Product
- Line Item Quantity
- Line Item Tax Code
- Line Item Service Date
- Rate
- Expiration Date
- Message displayed on estimate
- Billing Address
- Shipping Address
- Shipping amount
- Bill Email
- Send later
- Discount Value
- Discount Percent
Action
Write
- TypeRequired
- NameRequired
- Description On Sales Forms
- Sales Price/Rate
- Description On Purchase Forms
- Cost
- SKU
- Category
- Is Taxable?
Action
Write
- CustomerRequired
- Email
- Cc
- Bcc
- Send Later?
- Billing Address
- Shipping Address
- Terms
- Invoice Date
- Due Date
- Ship Via
- Shipping Date
- Tracking Number
- Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- AmountRequired
- Tax
- Class
- Message Displayed on Invoice
- Message Displayed on Statement
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax Code
- Total Tax
- Tax Calculation
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Shipping Tax
- Shipping
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- CustomerRequired
- Total AmountRequired
- Unapplied Amount
- Transaction Date
- Payment Method
- Payment Reference Number
- Deposit To Account
- Line Amount
- Memo
- Line Linked Invoice
Action
Write
- Refund FromRequired
- Customer
- Email
- Billing Address
- Refund Receipt Date
- Refund Receipt Number
- Transaction Class
- Payment Method
- Check Number
- Print Later?
- Product/ServiceRequired
- AmountRequired
- Service Date
- Description
- Quantity
- Rate
- Tax
- Class
- Message Displayed On Refund Receipt
- Memo
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Sales Tax Rate
- Shipping
Action
Write
- Sales ReceiptRequired
- Email
Action
Write
- CustomerRequired
- Company
- Email
- Title
- First name
- Middle name
- Last name
- Suffix
- Display name as
- Phone
- Mobile
- Fax
- Other
- Website
- Print On Check As
- Notes
- Billing Address - Street
- Billing Address - City/Town
- Billing Address - State/Province
- Billing Address - ZIP code
- Billing Address - Country
- Shipping Address - Street
- Shipping Address - City/Town
- Shipping Address - State/Province
- Shipping Address - ZIP code
- Shipping Address - Country
- Exemption Details
Action
Write
- Full NameRequired
- PhoneRequired
- Email
- Website
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
Action
Write
- Account NameRequired
Action
Search
- Invoice NumberRequired
Action
Search
- NameRequired
Action
Search
- Full NameRequired
- PhoneRequired
- Email
- Website
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
Action
Search or write
- FormRequired
Trigger
Scheduled
Try It
- Form Hash
Trigger
Instant
Try It
- Form HashRequired
Action
Write
- Form HashRequired
- Field TitleRequired
- Search ValueRequired
Action
Search

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How Highrise + QuickBooks Online + Wufoo Integrations Work

Step 1: Authenticate Highrise, QuickBooks Online, and Wufoo.
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 + QuickBooks Online + Wufoo

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 Help

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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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About Wufoo

Wufoo is an easy way to create and manage HTML forms.

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Highrise + QuickBooks Online + Wufoo Integrations

How to connect Highrise + QuickBooks Online + Wufoo

Do even more with Highrise + QuickBooks Online + Wufoo

New Task Category

New Contact

Tag

New Deal

Status

Changed Deal Status

New Case

Status

New Task

Create Note for Contact

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

New Bill

New Estimate

New Invoice

New Sales Receipt

New Purchase Order

Updated Customer

Create Bill (Item Based)

VendorRequired

Bill Number

Line Item

Line Description

AmountRequired

Qty

Unit Price

Line Class

AP Account

Customer

Due Date