Highrise CRM Integration
Are you looking for a drag and drop Highrise CRM integration solution to integrate Highrise CRM with an accounting, ERP or industry specific application?
Codeless Platforms' Highrise CRM Integration connector and its drag and drop tools enable businesses to quickly and simply integrate Highrise CRM with on-premises or cloud-based business software.
Download BrochureHighrise CRM Integration Scenarios and Benefits
Common Highrise CRM data integration and synchronisation scenarios include:
- Integration with an industry specific or bespoke application
- ERP integration
- Automated data entry
- eCommerce integration
- Email Marketing Tool Integration
- Workflow authorisation requests
By integrating Highrise CRM with your other on-premise or cloud based business applications you will be able to:
- Eradicate the manual rekeying of data between your ERP and Highrise CRM system
- Improve the visibility of and access to important information
- Include Highrise users in workflow decisions that start or end outside of Highrise e.g. Account placed on hold within an accounting or ERP solution.
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Highrise CRM Integration Brochure
Learn how integrating Highrise CRM with other business applications or web services can save your organisation time and money and eradicate repetitive, bi-directional data entry.
Download BrochureHighrise CRM Integration starts from
BPA Platform
Standard Product Base Server
Starts from:£2,000
Configuration day(s) required subject to requirement.
Highrise CRM API Documentation
View the Highrise CRM API Objects and Functions exposed by our Connector
People
People Management
Delete
- Delete People
Get
- Get Companies
- Get People
- Get People 500
- Get People Id
- Get People Since
- Get People Tag Id
- Get People Title
Post
- Post People
Put
- Put People
search
- Get People Search
- Get People Search Criteria
Categories (Tasks Deals)
The categories API is identical for both Task categories and Deal categories with the only difference being the URL. For Task categories the API should be prefixed with task_categories and for Deal categories deal_categories.
Delete
- Delete Category
Get
- Get Categories
- Get Category
Post
- Post Categories
- Post Category
Put
- Put Category
Companies
Company Management
Delete
- Delete Company
Get
- Get Companies Offset
- Get Companies Since
- Get Companies Tag Id
- Get Company
Post
- Post Companies
Put
- Put Companies
search
- Get Companies Search
- Get Companies Search Criteria
Cases
Cases use kase and kases in the XML to work around the problem of case being a reserved word in Ruby.
Delete
- Delete Case
Get
- Get Case Id
- Get Cases
Post
- Post Case
Put
- Put Case
Deals
Deal Management
Delete
- Delete Deals
Get
- Get Deal
- Get Deals
- Get Deals 500
- Get Deals Since
- Get Deals Status
- Get New Deals
Post
- Post Deals
Put
- Put Deals
- Put Deals Status
Notes
Note Management
Destroy
- Destroy Note
Get
- Get Note
- Get Notes
- Get Subject Id Notes
Post
- Post Note
Put
- Put Note
Emails
Email Management
Delete
- Delete email
Get
- Get email
- Get emails
Post
- Post email
Put
- Put email
Comments
Comment Management
Delete
- Delete Comment
Get
- Get Comment
- Get Comments
Post
- Post Comment
Put
- Put Comment
Tags
The tags API allows you to add update and delete tags from parties (people and companies) cases and deals.
Delete
- Delete Tag
Get
- Get Subject Type Id Tags
- Get Tagged Parties
- Get Tags
Post
- Post Tag
Tasks
Tasks either use the general frame tag like the example below with today or they'll use the specific due-at tag if they have a set time and specific day as well.
Delete
- Delete Task
Get
- Get All Tasks
- Get Task
- Get Tasks
- Get Tasks Assigned
- Get Tasks Completed
- Get Tasks Today
- Get Tasks Upcoming
Post
- Post Complete Task
- Post Tasks For Specific Time
- Post Tasks For Time Frame
Put
- Put Task
Users
User Management
Get
- Get Me
- Get User
- Get Users
Groups
The authenticated user needs to be an administrator to perform these actions.
Delete
- Delete Group
Get
- Get Group
- Get Groups
Post
- Post Group
Put
- Put Group
Memberships
For linking users and groups together. The authenticated user needs to be an administrator to perform these actions.
Delete
- Delete Membership
Get
- Get Membership
- Get Memberships
Post
- Post Membership
Account
The account API is currently just for reading not writing. Any authenticated user has access.
Get
- Get Account
Parties
Delete
- Get Deleted Parties
Get
- Get Recently Viewed Parties
search
- Get Search Parties
Recordings
Recordings Management
Get
- Get Recording Since
- Get Recordings
Custom Fields
Use the custom fields API to define rename and delete custom fields on an account.
Delete
- Delete Custom Field
Get
- Get Custom Fields
Post
- Post Custom Field
Put
- Put Custom Field
Deletions
Review Deleted Items
Get
- Get Deletions
- Get Deletions Since
Data Integration & Synchronisation
Integrate applications, systems and web services via easy-to-use, graphical tools.
Drag and drop experience
A full drag and drop user experience so integration steps are visually represented within a wider automated process.Transformation functions
A set of transform functions that can be dragged onto the mapping area to change the data between input and output.Hundreds of connectors
Access hundreds of data connectors via one easy-to-use platform.
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