Connect Rise and Rise CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Course Completed" from Rise.

Add your action

An action happens after the trigger—such as "Create Client" in Rise CRM.

You’re connected!

Zapier seamlessly connects Rise and Rise CRM, automating your workflow.

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.

Course Completed
Triggers when a learner completes a course.
Trigger
Instant
Try It
Enrollments Created
Triggers when users or groups are enrolled in either a course or learning path.
Trigger
Instant
Try It
- Email
  Required
- First Name
- Last Name
- Role
  Required
- Group Names
- Reporting Groups
Action
Write
- Email
  Required
Action
Search
New Client
Triggers when a new client is created.
Trigger
Polling
Try It

New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- Company Name
  Required
- Owner ID
  Required
- Group IDs
- Address
- State
- Zip
- Country
- Phone
- Website
- VAT Number
- Disable Online Payment
Action
Write

- Lead Name
  Required
- Owner ID
  Required
- Lead Status ID
  Required
- Lead Source ID
  Required
- Address
- City
- Zip
- Country
- Phone
- Website
- VAT Number
Action
Write

Course Submitted
Triggers when an author submits a course for publication.
Trigger
Instant
Try It
User Created
Triggers when a user is added to your Rise account.
Trigger
Instant
Try It
- Email
  Required
Action
Search
- Email
  Required
- First Name
- Last Name
- Role
  Required
- Group Names
- Reporting Groups
Action
Search or write
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Ticket
Triggers when a new ticket is created.
Trigger
Polling
Try It
- Invoice Bill Date
- Invoice Due Date
  Required
- Invoice Client ID
  Required
- Invoice Project ID
- Tax ID
- Tax ID2
- Tax ID3
- Recurring
- Invoice Note
- Labels
Action
Write
- Ticket Title
  Required
- Client ID
  Required
- Requested By ID
  Required
- Ticket Type ID
  Required
- Description
  Required
- Assigned To
  Required
- Ticket Labels
Action
Write

For AI agents & developers

Use Rise and Rise CRM with AI agents and code

Beyond Zap workflows. Call Rise and Rise CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Rise and Rise CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Invitation
Create Client

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Rise and Rise CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* rise / rise-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Rise and Rise CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Rise to Rise CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Rise

Rise is an all-in-one system that makes training easy to create, enjoyable to take, and simple to manage.

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About Rise CRM

Rise CRM is helpful for any kind of business to manage their work smartly. It can save your daily time to manage your clients, projects, sales and team members.