Connect Rise CRM and WPForms to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Rise CRM with WPForms - no code necessary. See how you can get setup in minutes.

100%

Help

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 "New Client" from Rise CRM.

Add your action

An action happens after the trigger—such as "API Request (Beta)" in WPForms.

You’re connected!

Zapier seamlessly connects Rise CRM and WPForms, 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.

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
- Form
  Required
Trigger
Instant
Try It

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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

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 CRM and WPForms 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 CRM to WPForms 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 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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys WordPress

Similar apps

Gravity Forms

Forms & Surveys, WordPress

Formidable Forms