RiseWith + Hipcall Integration

RiseWith

RiseWith is a tool built for business owners to help schedule appointments, collect payments, and serve your clients and a whole lot more.

When this happens (Triggers)

Do this (Actions)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
RiseWith
Added to a Campaign
Triggers when a customers or lead added to a campaign
RiseWith
Appointment
Triggers when all appointment status updates.
RiseWith
Birthday Reminder
Triggers on Customer's Birthday.
RiseWith
Call Status
Triggers on outbound and inbound calls.
RiseWith
Contact DND
Triggers when the contact's DND is updated.
RiseWith
Contact Tag
Triggers when tags are added or removed.
RiseWith
Custom Date Reminder
Triggers on custom Dates.
RiseWith
Customer Booked Appointment
Triggers when the customer books an appointment themselves.
RiseWith
Customer Replied
Trigger when a contact responds to the campaign.
RiseWith
Email Events
Triggers on specific email events.
RiseWith
Form Submitted
Triggers when a form is submitted.
RiseWith
New Member/Contact Signup
Trigger when a member/contact signup.
RiseWith
Note Added
Triggers when a note is added to a contact.
RiseWith
Opportunity Status Changed
Triggers when the opportunity status gets changed.
RiseWith
Pipeline Stage Changed
Triggers when the pipeline stage updates for an opportunity.
RiseWith
Stale Opportunities
Triggers when opportunities are older than the given time duration.
RiseWith
Survey Submitted
Triggers when a survey is submitted.
RiseWith
Task Added
Triggers when a task is added to a contact.
RiseWith
Task Reminder
Triggers to reminds the due tasks.
RiseWith
Trigger Link Clicked
Triggers when your trigger link is clicked.
RiseWith
Two Step Order
Triggers when the Two step order form is submitted.
RiseWith
Add Contact to Campaign
Add a new contact to the campaign.
RiseWith
Add Notes to Contact
Adds a note to a contact.
RiseWith
Add Tags to Contact
Adds tags to an existing contact.
RiseWith
Create Appointment
Creates a new appointment.
RiseWith
Create Location
Creates a new location.
RiseWith
Create Opportunity
Creates a new opportunity.
RiseWith
Create or Update Contact
Creates or updates an existing contact.
RiseWith
Create Task
Creates a new task.
RiseWith
Create User
Creates a new user.
RiseWith
Get Contact Note
Retrieves the contact note.
RiseWith
Get Custom Fields
Retrieves the custom fields.
RiseWith
Get Opportunity
Fetches an existing opportunity.
RiseWith
Get Pipeline Stages
Retrieves the details of pipelines and their stages.
RiseWith
List Agency Users
Lists all the agency users.
RiseWith
List Locations
Fetches all the locations.
RiseWith
List Opportunities
Fetches all the opportunities from pipeline.
RiseWith
List Snapshots
Lists all the snapshots.
RiseWith
List Users by Location
Lists all the users by location.
RiseWith
Search Contact via Email
Search contact information by email address.
RiseWith
Search Contact via Phone
Search contact information by phone number.
RiseWith
Search Opportunity
Fetches the opportunity from pipeline.
RiseWith
Stop All Campaigns
Stops all the Campaigns of the Lead.
RiseWith
Update Contact
Updates an existing contact by ID.
RiseWith
Update Location
Updates an existing location by ID.
RiseWith
Update Opportunity
Updates an existing opportunity.
RiseWith
Update Task
Updates an existing task.
RiseWith
Update User
Updates an existing user.
RiseWith
Get Custom Values
Retrieves the custom values.
RiseWith
Create Custom Value
Creates custom value.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.