How to connect Saasu + Highrise
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- New ContactTriggers when a new contact is created.Trigger
- New InvoiceTriggers when a new invoice is created.Trigger
- Create ContactCreates a new contact.Action
- Create Item InvoiceCreates a new invoice using the Item layout and inventory items.Action
- Create Service InvoiceCreates a new invoice using the service layout.Action
- Find ContactFind a contactAction
- Find or Create ContactFind or Create ContactAction
- New Task CategoryTriggered when a new task category is addedTrigger
- Highrise
Triggers when a new company is added to Highrise.
Scheduled
Trigger
- Highrise
Triggers when a new contact is added to Highrise.
Scheduled
Trigger
- Highrise
Triggers when a new custom field is created in Highrise.
Scheduled
Trigger
- Highrise
Triggered when a new deal is added
Scheduled
Trigger
- Highrise
Triggered when a new deal category is added
Scheduled
Trigger
- Highrise
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Scheduled
Trigger
- Highrise
Triggered when a new group is added
Scheduled
Trigger
- Highrise
Triggered when a new case is added
Scheduled
Trigger
- Highrise
Triggers when a new tag is added to Highrise.
Scheduled
Trigger
- Highrise
Triggered when a new task is added
Scheduled
Trigger
- Highrise
Triggered when a new user is added.
Scheduled
Trigger
- Highrise
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.
Scheduled
Action
- Highrise
Creates a new company if it does not exist yet.
Scheduled
Action
- Highrise
Creates a new contact, or, if a contact exists, we will update it.
Scheduled
Action
- Highrise
Creates a new deal.
Scheduled
Action
- Highrise
Creates a new deal associated with a contact or person.
Scheduled
Action
- Highrise
Creates a new case.
Scheduled
Action
- Highrise
Creates a new task.
Scheduled
Action
- Highrise
Creates a new task associated with a contact or person.
Scheduled
Action
- Highrise
Creates a new task associated with a case. Will create a new case if it doesn't exist
Scheduled
Action
- Highrise
Finds a company by name.
Scheduled
Action
- Highrise
Finds a contact by email.
Scheduled
Action
How Saasu + Highrise Integrations Work
- Step 1: Authenticate Saasu and Highrise.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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