Highrise + Smartsheet

Create or update Highrise contacts from new Smartsheet rows

Create seamless workflows from Smartsheet to Highrise with this efficient automation. When a new row is added in Smartsheet, it prompts the system to create or update a contact in your Highrise account. This expedient process saves you time and helps maintain organized and up-to-date contact lists. Benefit from streamlined productivity like never before.

When this happens...
New Row
Triggers when a new row is added.
TriggerScheduled
automatically do this!
Create/Update a Contact
Triggers when a new contact is added to Highrise.
ActionWrite

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Supported triggers and actions

What does this mean?

- Choose a SheetRequired
Trigger
Scheduled
Try It
- Choose a SheetRequired
Trigger
Scheduled
Try It
- Workspace NameRequired
Action
Write
- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
Action
Write
- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
Action
Write

- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
Action
Write
- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write

- Choose a SheetRequired
- Row IDRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row
Find a row in a specified sheet using a query.
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

- Choose a SheetRequired
Trigger
Scheduled
Try It
- Choose a SheetRequired
Trigger
Scheduled
Try It
- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
- Add Row to Top or Bottom
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
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

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 Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Help

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Highrise + Smartsheet

Create or update Highrise contacts from new Smartsheet rows

Updated Row

New Comment

Choose a SheetRequired

Create Workspace

Workspace NameRequired

Add Discussion to Row

Choose a SheetRequired

RowRequired

TitleRequired

CommentRequired

Copy Folder

Source FolderRequired

Destination FolderRequired

New Folder NameRequired

Copy Workspace

WorkspaceRequired

New NameRequired

What to Include?

Skip Remap

New Sheet From Existing Sheet

DestinationRequired

Sheet to CopyRequired

Copy Cells?Required

Copy Attachments?Required

Copy Discussions?Required

Sheet NameRequired

New Row Update

Choose a SheetRequired

Row IDRequired

Send Sheet

Choose a SheetRequired

Email Address(es)Required

FormatRequired

Email Subject

Message

CC Me?

Paper Size

Share Workspace

Choose a WorkspaceRequired

Email Address(es) to Share ToRequired

Access LevelRequired

Notify via Email?Required

Email Subject

Message

CC Me?

Find sheet Row

New Company

New Custom Fields

New Deal Category

New Group

New Tag

New User

Create a Company

Full NameRequired

Background

Email

Email Location

Phone Number

Phone Location

Address Street

Address City

Address State

Address Zip

Address Country

Address Location

Create Deal

Deal NameRequired

Background

Price

Price Type

Group

Category

Owner

Responsible Party

Create Case