STEP 1
Select Rise CRM in workflow
Pick Rise CRM app in the workflow builder [4] - just one click to select the app.
Rise CRM Integration
Lightweight CRM for managing clients, projects, and invoices. Keep Rise CRM contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch New Clients fires, automatically continue with Get a Client or Get a Lead.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Rise CRM integration
Triggers can detect changes in Rise CRM and run actions that can create, search or modify data inside Rise CRM automatically [3] — exactly how you set them.
- Watch New ClientsTriggers when a new client is created.
- Watch New LeadsTriggers when a new lead is created.
- Watch ProjectsTriggers when a new project is created.
- Watch TicketsTriggers when a new ticket is created.
- Get a ClientRetrieves a client by ID.
- Get a LeadRetrieves a lead from the system.
- Get an InvoiceRetrieves an invoice from the service.
- Get a ProjectRetrieves a project using the specified identifiers.
- Get a TicketRetrieves a ticket from the service.
- List ClientsLists all clients in the system.
- List InvoicesRetrieves a list of all invoices.
- List LeadsLists all leads.
- List ProjectsLists all projects.
- List TicketsLists all tickets.
- Create a ClientCreates a new client in the system.
- Create a LeadCreates a new lead in the specified service.
- Create an InvoiceCreates an invoice with specified details.
- Create a ProjectCreates a new project in the system.
- Create a TicketCreates a new ticket in the system.
- Delete a ClientDeletes a client from the service.
How to integrate Rise CRM in automation workflow?
3 simple steps to make your Rise CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Rise CRM
When prompted, authorize access to Rise CRM in WEXTL once. Rise CRM credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Rise CRM account. Approve?
STEP 3
Build a workflow
Build your workflow with Rise CRM yourself or with WEXTL® AI Builder. Connect Rise CRM to any available integrations [5], or use HTTP node to go beyond them.
Rise CRM
How Rise CRM connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Rise CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Rise CRM supports.
The following table illustrates what fields Rise CRM integration require during authorization flow inside our workflow builder [4].
Connect Rise CRM
URL*Text
••••••••
Auth Token*Text
••••••••
Demonstration of Rise CRM connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
URLRequired | url | Your URL e.g `https://example.com |
Auth TokenRequired | password | — |
Connect Rise CRM to popular apps on WEXTL
Enter a name of the other app you want to sync with Rise CRM below. Click on selected app to explore integration options with Rise CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Rise CRM integration
Select Watch New Leads trigger from Rise CRM - this will be a starting point in your automation. Whenever event happens in Rise CRM, workflow will start [7] from Watch New Leads node.
Search for Delete a Lead, connect it as the next step of integration sequence. You can use filters between Watch New Leads and Delete a Lead, so only important data pass from Watch New Leads to the next step. WEXTL gives you full control over the process of Rise CRM automation. All parts of workflow are visible on the canvas [4].
Rise CRM on WEXTL has 29 modules for combining crm automations. Explore Rise CRM documentation for more.
Video slide demonstrates how Watch New Leads and Delete a Lead [6] nodes are used in Rise CRM workflow.
Frequently asked questions
Common questions about automating Rise CRM in your workflows.
Rise CRM has 4 triggers, including "Watch New Clients", "Watch New Leads", and "Watch Projects", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 25 actions, including "Get a Client", "Get a Lead", and "Get an Invoice", and more. Refer to our Rise CRM Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Rise CRM integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Rise CRM official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Rise CRM provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Rise CRM or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Rise CRM inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Rise CRM modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Rise CRM integration.
- Rise CRM integration source code, module specs and credentials implementation.
- Internal Rise CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Rise CRM vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Rise CRM App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation