Highrise + Xero

Add new Highrise contacts to Xero

Don't let your paperwork create a bottleneck at the end of the month because you're missing contact data; Use Zapier's Highrise-Xero information to export your contacts from your CRM automatically. This Zap, once active, will watch your Highrise account for new contacts. Any it finds will automatically be passed over to Xero, where a matching contact will be added with every personal detail.

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

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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
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
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
- Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Purchase Order Status
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- OrganizationRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write
- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
Action
Write
- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
Action
Write
- OrganizationRequired
- ContactRequired
- StatusRequired
- Currency
- Branding Theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Search or 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
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- Payment Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Quote Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- InvoiceRequired
Action
Write
- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Delivery Address
- Attention
- Telephone
- Delivery Instructions
- Attachments
- Purchase Order Status
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
- Search ByRequired
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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CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more Help

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PRODUCTS

CAPABILITIES

By team

Highrise + Xero

Add new Highrise contacts to Xero

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

OrganizationRequired

Status

New Credit Note

OrganizationRequired

Status

Type

New Purchase Order

OrganizationRequired

Purchase Order Status

New Expense Claim Receipt

OrganizationRequired

Updated Invoice

OrganizationRequired

Status

Create Bank Transaction

OrganizationRequired

Transaction TypeRequired

ContactRequired