Saasu + Highrise Integrations

How to connect Saasu + Highrise

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Create Contact
Creates a new contact.
Action
Write
Create Item Invoice
Creates a new invoice using the Item layout and inventory items.
Action
Write
Create Service Invoice
Creates a new invoice using the service layout.
Action
Write

Find Contact
Find a contact
Action
Search
Find or Create Contact
Find or Create Contact
Action
Search or write

New Task Category
Triggered when a new task category is added
Trigger
Scheduled

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.