Connect Magnetic to Highrise and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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 Magnetic with Highrise - no code necessary. See how you can get setup in minutes.

Select a trigger from Magnetic

A trigger is an event that starts your Zap and runs the workflow. For example, with Magnetic, a trigger could be "New Notification."

A trigger is the event that kicks off your automated workflow.

Setup an action from Highrise

An action is what takes place after the automation is triggered. For example, with Highrise, the action could be "Create Note for Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Magnetic to Highrise

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Magnetic and Highrise 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.

An illustration representing how to automate lead management with Zapier.

Connect Magnetic and Highrise to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Whether to include all notifications or just new ones.
Trigger
Scheduled
Try It
- Owner
- Winner
- Watchers
- Contact
- Company
- Opportunity/Job Name
  Required
- Description
- External Reference
- Tag
- Signed
- Access
- Due Date/End Date
- Amount
- Monthly Amount
Action
Write
- Owner
- Full name
- email
- Mobile Number
- Fax Number
- Land Line Number
- Company name
- Contact tags
- Company tags
- Phyiscal Address
- Postel Address
- Position
- Contact Extra Info
- Company Extra Info
- Contact External Reference
- Company External Reference
Action
Write
- Task Code
- Task Description
- Tracked Time
Action
Write
New Task Category
Triggered when a new task category is added
Trigger
Scheduled
Try It

- Tag
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It

Changed Deal Status
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It
New Task
Triggered when a new task is added
Trigger
Scheduled
Try It
- Opportunity/Job Name
  Required
- Comment
  Required
- Created At
Action
Write
- Opportunity/Job Name
  Required
- email
- Company_name
- Title
- Group
- Tags
- Phone_number
- Phone_location
- Address_street
- Address_city
- Address_state
- Address_zip
- Address_country
- Address_location
- Website_url
- Website_url_location
Action
Write
- Contact Name
  Required
- Opportunity/Job Name
  Required
- Background
- Price
- Price_type
- Group
- Category
- Owner
- Responsible Party
Action
Write
- Body or Description
  Required
- Time Frame
- Due_at
- Assign To
- Category
- Public
Action
Write
- Case Name
  Required
- Body or Description
  Required
- Time Frame
- Due_at
- Assign To
- Category
- Public
Action
Write
- email
Action
Search

- Message
  Required
- Comment type
  Required
- email
- Phone
- Follow up Date
Action
Write
- Opportunity/Job Code
  Required
- Comment
  Required
Action
Write
- Owner
- Status
- Author
- Opportunity/Job
- Task name
  Required
- Description
- Priority
- Due Date/End Date
- Tag
- Billable
- Start Date
- Time Estimate
- Tracked Time
- Watchers
Action
Write
- Comment
  Required
- Task Code
- Task Description
Action
Write
New Company
Triggers when a new company is added to Highrise.
Trigger
Scheduled
Try It
New Custom Fields
Triggers when a new custom field is created in Highrise.
Trigger
Scheduled
Try It
New Deal Category
Triggered when a new deal category is added
Trigger
Scheduled
Try It
New Group
Triggered when a new group is added
Trigger
Scheduled
Try It
New Tag
Triggers when a new tag is added to Highrise.
Trigger
Scheduled
Try It
New User
Triggered when a new user is added.
Trigger
Scheduled
Try It
- Opportunity/Job Name
  Required
- Background
- email
- Email_location
- Phone_number
- Phone_location
- Address_street
- Address_city
- Address_state
- Address_zip
- Address_country
- Address_location
Action
Write
- Opportunity/Job Name
  Required
- Background
- Price
- Price_type
- Group
- Category
- Owner
- Responsible Party
Action
Write
- Opportunity/Job Name
  Required
Action
Write
- Contact Name
  Required
- Body or Description
  Required
- Time Frame
- Due_at
- Assign To
- Category
- Public
Action
Write
- Opportunity/Job Name
  Required
Action
Search

About Magnetic

Magnetic is a cloud based business management app that allows you to manage your whole business. We have modules focused on CRM, Project Management, Accounts and HR.

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