Highrise + Trello
Create Trello cards when any Highrise deal status changes
The changing of a Highrise deal status often means there are new tasks to add to a checklist. Hand these to-dos off automatically by creating new Trello cards, which can include a pre-written description, checklist, title and members, for any deal status change in Highrise.
The changing of a Highrise deal status often means there are new tasks to add to a checklist. Hand these to-dos off automatically by creating new Trello cards, which can include a pre-written description, checklist, title and members, for any deal status change in Highrise.
- When this happens...Changed Deal Status
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
- automatically do this!Create Card
Triggers when a new card is added.
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About Highrise
Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
