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Highrise + Trello

Highrise + Trello

Highrise + Trello integrations

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.

  1. When this happens...
    Changed Deal Status
    Changed Deal Status
    Changed Deal StatusTriggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
  2. automatically do this!
    Update Card
    Update Card
    Update CardUpdate a card's name, description, due date, or position in list.
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More things you can do with Highrise and Trello

Discover other triggers and actions you can use with Highrise and Trello

  • Highrise triggers, actions, and search
    New Board

    Triggers when a new board is added.

    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Activity
      Required
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
    • Info
    • Board ID
    • Time Before
    • Time Before (Unit)
    • Status
    • Only cards where you're a member?
    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
    • Board ID
    • Card ID
    Trigger
    Instant
    Try It
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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.
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