Highrise + Wufoo + Nimble Integrations

How to connect Highrise + Wufoo + Nimble

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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, Wufoo, and Nimble. 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
  Optionally, only trigger when a new contact is tagged.
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
  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
- FormRequired
Trigger
Scheduled
Try It
- Form Hash
  Though not required, this will help us pull down the associated fields and more accurately parse file and date fields.
Trigger
Instant
Try It
- Form HashRequired
  Choose the form you'd like to send this new entry to.
Action
Write
- Form HashRequired
- Field TitleRequired
  Choose the field to perform the search upon.
- Search ValueRequired
Action
Search
- Tags
  Comma separated tags to attach to the contact.
- First Note
  If present, we will automatically create and attach a note with this "content" to the new contact.
- First Note Preview
  If present, we will automatically create and attach a note with this "preview" to the new contact.
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
  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
- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Scheduled
Try It
New Form
Triggers when you build a new form.
Trigger
Scheduled
Try It
- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It
- Form HashRequired
  Choose the form you'd like to send this new entry to.
Action
Write
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- SubjectRequired
  Subject of the task.
- Notes
  Notes on the task.
- Due Date
  The task due date.
Action
Write

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How Highrise + Wufoo + Nimble Integrations Work

Step 1: Authenticate Highrise, Wufoo, and Nimble.
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.

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Connect Highrise + Wufoo + Nimble

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)

Similar apps

Capsule CRM

CRM (Customer Relationship Management)

Keap Max Classic

Marketing Automation

Nimble

CRM (Customer Relationship Management)

About Wufoo

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

Learn more

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

About Nimble

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

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Highrise + Wufoo + Nimble Integrations

How to connect Highrise + Wufoo + Nimble

Do even more with Highrise + Wufoo + Nimble

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

New Field

FormRequired

New Entry (webhook)

Form Hash

Create Entry (Legacy)

Form HashRequired

Find a Submission

Form HashRequired

Field TitleRequired

Search ValueRequired

Create Contact

Tags

First Note

First Note Preview

New Company

New Custom Fields

New Deal Category

New Group

New Tag

New User