When this happens...
HighriseNew Contact (Legacy)
Then do this...
XeroCreate/Update Contact

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.

How It Works

  1. A new contact is created on Highrise
  2. Zapier automation adds a contact to Xero

What You Need

  • Highrise account
  • Xero account
Premium
Xero is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Highrise + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

Triggers when a new contact is added to Highrise.

Create/Update a Contact

Creates a new contact, or, if a contact exists, we will update it.

New Deal

Triggered when a new deal is added

Create Note for Contact

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.

New Company

Triggers when a new company is added to Highrise.

Create a Company

Creates a new company if it does not exist yet.

New Task

Triggered when a new task is added

Create Deal for Contact

Creates a new deal associated with a contact or person.

Changed Deal Status

Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.

Create Task for Contact

Creates a new task associated with a contact or person.

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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.

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.