Highrise Integration

PRICING

Standard Transactional Pricing

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VERSION

0.1.2

ADDITIONAL INFO

Highrise Website

Overview

Simple CRM. Track leads and manage follow ups with zero learning curve.


Create Person

Add a person with the currently authenticated user as the author.

Appended Fields

Highrise will append the following data to your lead.

Appended FieldDescription
Id
The lead identifier that the source should reference
Url
the URL of the note
Outcome
The outcome of the transaction (default is success)
Reason
If the outcome was a failure, this is the reason

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
First Name
Required fieldHighrise needs this data to function.
First name
Last Name
Required fieldHighrise needs this data to function.
Last name
Title
Job title
Company Name
Company name
Background
Personal background
Linkedin Name
LinkedIn user name
Email
Required fieldHighrise needs this data to function.
Email address
Phone 1
Required fieldHighrise needs this data to function.
Phone number
Phone 2
Required fieldHighrise needs this data to function.
Phone number
Phone 3
Required fieldHighrise needs this data to function.
Phone number

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Apikey37Signals API Key
Domain37Signals domain
Email TypeEmail address type: Home or Work
Phone 1 TypePhone type: Mobile, Home, Work (defaults to Mobile)
Phone 2 TypePhone type: Mobile, Home, Work (defaults to Home)
Phone 3 TypePhone type: Mobile, Home, Work (defaults to Work)
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)

Create Note

Add a Note to a Person, Company, Case or Deal.

Appended Fields

Highrise will append the following data to your lead.

Appended FieldDescription
Id
The lead identifier that the source should reference
Url
the URL of the note
Outcome
The outcome of the transaction (default is success)
Reason
If the outcome was a failure, this is the reason

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Apikey37Signals API Key
Domain37Signals domain
Note BodyNote template
Subject IdParty, Deal, or Case ID
Subject Type'people', 'companies', 'kases' or 'deals'
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)

Create Tag

Add a Tab to a Person, Company, Case or Deal.

Appended Fields

Highrise will append the following data to your lead.

Appended FieldDescription
Id
The lead identifier that the source should reference
Url
the URL of the note
Outcome
The outcome of the transaction (default is success)
Reason
If the outcome was a failure, this is the reason

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Apikey37Signals API Key
Domain37Signals domain
Tag NameTag name
Subject IdParty, Deal, or Case ID
Subject Type'people', 'companies', 'kases' or 'deals'
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)