Highrise connector for Okou
Connect Highrise to search and inspect contacts, companies, deals, cases, activities, tasks, and account data.
Sales & operations · API Token
Use Highrise in Okou
Highrise CRM API for reading contacts, companies, deals, cases, activities, tasks, tags, and account data.
Once connected, supported Highrise actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Highrise
- Read the authenticated Highrise account summary.
- Read and search people, companies, parties, and their associated tags.
- Read deals and task or deal category definitions.
- Read open, closed, and individual Highrise cases.
- Read notes, emails, comments, and account activity recordings.
- Read individual, queue, and subject-related Highrise tasks.
- Read users, groups, and group memberships.
- Read party and deal custom-field definitions.
How the Highrise connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Highrise
Choose API Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Highrise securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Highrise connector questions
- What can Okou do with Highrise?
- Connect Highrise to search and inspect contacts, companies, deals, cases, activities, tasks, and account data. Documented actions include: Read the authenticated Highrise account summary. Read and search people, companies, parties, and their associated tags.
- How do I connect Highrise to Okou?
- Connect Highrise using API Token. The connection controls which supported actions a workflow can use.
- Can Highrise run in an automated workflow?
- Yes. After it is connected, supported Highrise actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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