Put Rise CRM to work with AI and enterprise-grade automation
Automate smarter with Rise CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
WhatsApp Notifications
Communication, Notifications, Phone & SMS
Rise
Online Courses
Google Calendar
Calendar, Google
WordPress
Website Builders, WordPress
Snapchat Lead Generation
Ads & Conversion
Google Ads
Ads & Conversion, Google
WhatChimp
Communication
Flodesk
Email Newsletters
PandaDoc
Documents
WhatsApp Notifications
Communication, Notifications, Phone & SMS
Rise
Online Courses
Google Calendar
Calendar, Google
WordPress
Website Builders, WordPress
Snapchat Lead Generation
Ads & Conversion
Google Ads
Ads & Conversion, Google
WhatsApp Notifications
Communication, Notifications, Phone & SMS
Rise
Online Courses
Google Calendar
Calendar, Google
WordPress
Website Builders, WordPress
Snapchat Lead Generation
Ads & Conversion
Google Ads
Ads & Conversion, Google
WhatChimp
Communication
Flodesk
Email Newsletters
PandaDoc
Documents
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client
Triggers when a new client is created.
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - Company NameRequired
- Owner IDRequired
- Group IDs
- Address
- State
- Zip
- Country
- Phone
- Website
- VAT Number
- Disable Online Payment
ActionWrite- Lead NameRequired
- Owner IDRequired
- Lead Status IDRequired
- Lead Source IDRequired
- Address
- City
- Zip
- Country
- Phone
- Website
- VAT Number
ActionWrite
- New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - New Ticket
Triggers when a new ticket is created.
Try ItTriggerPolling - Invoice Bill Date
- Invoice Due DateRequired
- Invoice Client IDRequired
- Invoice Project ID
- Tax ID
- Tax ID2
- Tax ID3
- Recurring
- Invoice Note
- Labels
ActionWrite- Ticket TitleRequired
- Client IDRequired
- Requested By IDRequired
- Ticket Type IDRequired
- DescriptionRequired
- Assigned ToRequired
- Ticket Labels
ActionWrite
For builders
Let your AI safely access Rise CRM
Go beyond Zap workflows. Install Zapier in your AI to call Rise CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Rise CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Rise CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Rise CRM connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "rise-crm", owner: "me" });
await zapier.runAction({
app: 'rise-crm',
action: 'act_crtclient',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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