You keep track of your most important clients with Highrise. Help yourself organize these contacts and turn them into actionable cards with this integration. Automatically add new Highrise contacts as Trello cards now!
How It Works
- A new contact is added to Highrise.
- Zapier adds a new card to Trello.
What You Need
- A Highrise account
- A Trello account
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Add new Highrise tasks as Trello cards
You only create a Highrise task when you know you've got something important to do. Help yourself keep track of these to-dos automatically by creating new Trello cards for them with this integration. Now your most important tasks are in your most important apps!
How this Highrise-Trello integration works
- A new task is added to Highrise.
- Zapier creates a new card in Trello.
Apps involved
- Highrise
- Trello
Create Trello cards when any Highrise deal status changes
The changing of a Highrise deal status often means there are new tasks to add to a checklist. Hand these to-dos off automatically by creating new Trello cards, which can include a pre-written description, checklist, title and members, for any deal status change in Highrise.
How It Works
- Change the status of an existing Highrise
- Zapier creates a new Trello card with information about the deal
What You Need
- Highrise account
- Trello account
Create Trello cards for new Highrise contacts
You keep track of your most important clients with Highrise. Help yourself organize these contacts and turn them into actionable cards with this integration. Automatically add new Highrise contacts as Trello cards now!
How It Works
- A new contact is added to Highrise.
- Zapier adds a new card to Trello.
What You Need
- A Highrise account
- A Trello account
It's easy to connect Highrise + Trello 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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