Rise CRM Integrations

Name: Zapier
Availability: InStock

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.

Start free with email

Continue with Google

Start free with email

Continue with Google

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

Tally

Forms & Surveys

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Rise

Online Courses

Google Calendar

Calendar, Google

Google Forms

Forms & Surveys, Google

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion, Facebook

WordPress

Website Builders, WordPress

TikTok Lead Generation

Ads & Conversion

Tally

Forms & Surveys

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Rise

Online Courses

Google Calendar

Calendar, Google

Google Forms

Forms & Surveys, Google

Gmail

Email, Google

Tally

Forms & Surveys

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Rise

Online Courses

Google Calendar

Calendar, Google

Google Forms

Forms & Surveys, Google

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion, Facebook

WordPress

Website Builders, WordPress

TikTok Lead Generation

Ads & Conversion

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new Rise CRM leads from new or updated Google Sheets rows
Details
Try it
Google Sheets + Rise CRM
Create Google Sheets rows for new Rise CRM invoices
Details
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Rise CRM + Google Sheets
Create tickets in Rise CRM from new or updated rows in Google Sheets
Details
Try it
Google Sheets + Rise CRM
Create new Rise CRM leads from new Google Forms form responses
Details
Try it
Google Forms + Rise CRM
Create new leads in Rise CRM when new submissions occur in Tally
Details
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Tally + Rise CRM
Create new leads in Rise CRM for every new entry in Typeform
Details
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Typeform + Rise CRM

Create new Rise CRM leads from new or updated Google Sheets rows

Details

Try it

Google Sheets + Rise CRM

Create Google Sheets rows for new Rise CRM invoices

Details

Try it

Rise CRM + Google Sheets

Create tickets in Rise CRM from new or updated rows in Google Sheets

Details

Try it

Google Sheets + Rise CRM

Create new Rise CRM leads from new Google Forms form responses

Details

Try it

Google Forms + Rise CRM

Create new leads in Rise CRM when new submissions occur in Tally

Details

Try it

Tally + Rise CRM

Create new leads in Rise CRM for every new entry in Typeform

Details

Try it

Typeform + Rise CRM

Create new clients in Rise CRM from new form responses in Google Forms

Details

Try it

Google Forms + Rise CRM

Manage new TikTok Lead Generation leads by creating them in Rise CRM

Details

Try it

TikTok Lead Generation + Rise CRM

Create new leads in Rise CRM from new rows in Google Sheets

Details

Try it

Google Sheets + Rise CRM

Create new clients in Rise CRM from new form responses in Google Forms
Details
Try it
Google Forms + Rise CRM
Manage new TikTok Lead Generation leads by creating them in Rise CRM
Details
Try it
TikTok Lead Generation + Rise CRM
Create new leads in Rise CRM from new rows in Google Sheets
Details
Try it
Google Sheets + Rise CRM

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

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 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

Call 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

Create Client
Create Invoice

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work 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/ja/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}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Rise CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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)

Rise CRM Integrations

Put Rise CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new Rise CRM leads from new or updated Google Sheets rows

Create Google Sheets rows for new Rise CRM invoices

Create tickets in Rise CRM from new or updated rows in Google Sheets

Create new Rise CRM leads from new Google Forms form responses

Create new leads in Rise CRM when new submissions occur in Tally

Create new leads in Rise CRM for every new entry in Typeform

Create new Rise CRM leads from new or updated Google Sheets rows

Create Google Sheets rows for new Rise CRM invoices

Create tickets in Rise CRM from new or updated rows in Google Sheets

Create new Rise CRM leads from new Google Forms form responses

Create new leads in Rise CRM when new submissions occur in Tally

Create new leads in Rise CRM for every new entry in Typeform

Create new clients in Rise CRM from new form responses in Google Forms

Manage new TikTok Lead Generation leads by creating them in Rise CRM

Create new leads in Rise CRM from new rows in Google Sheets

Create new clients in Rise CRM from new form responses in Google Forms

Manage new TikTok Lead Generation leads by creating them in Rise CRM

Create new leads in Rise CRM from new rows in Google Sheets

Supported triggers and actions

Let your AI safely access Rise CRM

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Rise CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Rise CRM Integrations

Popular Rise CRM Integrations

Rise CRM Integrations

Put Rise CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create new Rise CRM leads from new or updated Google Sheets rows

Create Google Sheets rows for new Rise CRM invoices

Create tickets in Rise CRM from new or updated rows in Google Sheets

Create new Rise CRM leads from new Google Forms form responses

Create new leads in Rise CRM when new submissions occur in Tally

Create new leads in Rise CRM for every new entry in Typeform

Create new Rise CRM leads from new or updated Google Sheets rows

Create Google Sheets rows for new Rise CRM invoices

Create tickets in Rise CRM from new or updated rows in Google Sheets

Create new Rise CRM leads from new Google Forms form responses

Create new leads in Rise CRM when new submissions occur in Tally

Create new leads in Rise CRM for every new entry in Typeform

Create new clients in Rise CRM from new form responses in Google Forms

Manage new TikTok Lead Generation leads by creating them in Rise CRM

Create new leads in Rise CRM from new rows in Google Sheets

Create new clients in Rise CRM from new form responses in Google Forms

Manage new TikTok Lead Generation leads by creating them in Rise CRM

Create new leads in Rise CRM from new rows in Google Sheets

Let your AI safely access Rise CRM

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Rise CRM Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Rise CRM Integrations

Popular Rise CRM Integrations

Connect Your App Accounts to Zapier