Requirements
Rise CRM requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]
Get your Rise CRM credentials
- URLurlRequired
Your URL e.g `https://example.com
[1] - Auth TokenpasswordRequired
Connect Rise CRM in WEXTL
- Log in to your WEXTL account, add the Rise CRM node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Rise CRM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Rise CRM node modules
The list below is a reference of every Rise CRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every Rise CRM node module below — each one opens to show its input parameters, outputs, and connection requirements.
Watch New ClientsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Company Name | text |
| Address | text |
| City | text |
| State | text |
| Zip | text |
| Country | text |
| Created Date | date |
| Website | text |
| Phone | text |
| Currency Symbol | text |
| Starred By | text |
| Group Ids | text |
| Deleted | text |
| Is Lead | text |
| Lead Status ID | text |
| Owner ID | text |
| Created By | text |
| Sort | text |
| Lead Source ID | text |
16other output fields
Watch New LeadsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Company Name | text |
| Type | text |
| Address | text |
| City | text |
| State | text |
| Zip | text |
| Country | text |
| Created Date | date |
| Website | text |
| Phone | text |
| Currency Symbol | text |
| Starred By | text |
| Group Ids | text |
| Deleted | text |
| Is Lead | text |
| Lead Status ID | text |
| Owner ID | text |
| Created By | text |
| Sort | text |
23other output fields
Watch ProjectsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Title | text |
| Description | text |
| Start Date | date |
| Deadline | date |
| Client ID | text |
| Created Date | date |
| Created By | text |
| Status | text |
| Starred By | text |
| Estimate ID | text |
| Order ID | text |
| Deleted | text |
| Company Name | text |
| Currency Symbol | text |
| Total Points | text |
| Completed Points | text |
Watch TicketsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Client ID | text |
| Project ID | text |
| Ticket Type ID | text |
| Title | text |
| Created By | text |
| Requested By | text |
| Created At | date |
| Status | text |
| Last Activity At | date |
| Assigned To | text |
| Creator Name | text |
| Creator Email | text |
| Labels | text |
| Task ID | text |
| Closed At | date |
| Merged With Ticket ID | text |
| Deleted | text |
| Ticket Type | text |
| Company Name | text |
6other output fields
Get a ClientAction
Input fields[3]
| Field | Type |
|---|---|
ClientRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Company Name | text |
| Address | text |
| City | text |
| State | text |
| Zip | text |
| Country | text |
| Created Date | date |
| Website | text |
| Phone | text |
| Currency Symbol | text |
| Starred By | text |
| Group Ids | text |
| Deleted | text |
| Is Lead | text |
| Lead Status ID | text |
| Owner ID | text |
| Created By | text |
| Sort | text |
| Lead Source ID | text |
16other output fields
Get a LeadAction
Input fields[3]
| Field | Type |
|---|---|
LeadRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Company Name | text |
| Type | text |
| Address | text |
| City | text |
| State | text |
| Zip | text |
| Country | text |
| Created Date | date |
| Website | text |
| Phone | text |
| Currency Symbol | text |
| Starred By | text |
| Group Ids | text |
| Deleted | text |
| Is Lead | text |
| Lead Status ID | text |
| Owner ID | text |
| Created By | text |
| Sort | text |
23other output fields
Get a ProjectAction
Input fields[3]
| Field | Type |
|---|---|
ProjectRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Title | text |
| Description | text |
| Start Date | date |
| Deadline | date |
| Client ID | text |
| Created Date | date |
| Created By | text |
| Status | text |
| Starred By | text |
| Estimate ID | text |
| Order ID | text |
| Deleted | text |
| Company Name | text |
| Currency Symbol | text |
| Total Points | text |
| Completed Points | text |
Get a TicketAction
Input fields[3]
| Field | Type |
|---|---|
TicketRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Client ID | text |
| Project ID | text |
| Ticket Type ID | text |
| Title | text |
| Created By | text |
| Requested By | text |
| Created At | date |
| Status | text |
| Last Activity At | date |
| Assigned To | text |
| Creator Name | text |
| Creator Email | text |
| Labels | text |
| Task ID | text |
| Closed At | date |
| Merged With Ticket ID | text |
| Deleted | text |
| Ticket Type | text |
| Company Name | text |
6other output fields
Get an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
InvoiceRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Client ID | text |
| Project ID | text |
| Bill Date | date |
| Due Date | date |
| Note | text |
| Labels | text |
| Last Email Sent Date | date |
| Status | text |
| Tax ID | text |
| Tax ID 2 | text |
| Tax ID 3 | text |
| Recurring | text |
| Recurring Invoice ID | text |
| Repeat Every | text |
| Repeat Type | text |
| No Of Cycles | text |
| Next Recurring Date | date |
| No Of Cycles Completed | text |
| Due Reminder Date | date |
19other output fields
List ClientsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Company Name | text |
| Address | text |
| City | text |
| State | text |
| Zip | text |
| Country | text |
| Created Date | date |
| Website | text |
| Phone | text |
| Currency Symbol | text |
| Starred By | text |
| Group Ids | text |
| Deleted | text |
| Is Lead | text |
| Lead Status ID | text |
| Owner ID | text |
| Created By | text |
| Sort | text |
| Lead Source ID | text |
16other output fields
List InvoicesSearch
Input fields[3]
| Field | Type |
|---|---|
| Search | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Client ID | text |
| Project ID | text |
| Bill Date | date |
| Due Date | date |
| Note | text |
| Labels | text |
| Last Email Sent Date | date |
| Status | text |
| Tax ID | text |
| Tax ID 2 | text |
| Tax ID 3 | text |
| Recurring | text |
| Recurring Invoice ID | text |
| Repeat Every | text |
| Repeat Type | text |
| No Of Cycles | text |
| Next Recurring Date | date |
| No Of Cycles Completed | text |
| Due Reminder Date | date |
19other output fields
List LeadsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Company Name | text |
| Type | text |
| Address | text |
| City | text |
| State | text |
| Zip | text |
| Country | text |
| Created Date | date |
| Website | text |
| Phone | text |
| Currency Symbol | text |
| Starred By | text |
| Group Ids | text |
| Deleted | text |
| Is Lead | text |
| Lead Status ID | text |
| Owner ID | text |
| Created By | text |
| Sort | text |
23other output fields
List ProjectsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Title | text |
| Description | text |
| Start Date | date |
| Deadline | date |
| Client ID | text |
| Created Date | date |
| Created By | text |
| Status | text |
| Starred By | text |
| Estimate ID | text |
| Order ID | text |
| Deleted | text |
| Company Name | text |
| Currency Symbol | text |
| Total Points | text |
| Completed Points | text |
List TicketsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Client ID | text |
| Project ID | text |
| Ticket Type ID | text |
| Title | text |
| Created By | text |
| Requested By | text |
| Created At | date |
| Status | text |
| Last Activity At | date |
| Assigned To | text |
| Creator Name | text |
| Creator Email | text |
| Labels | text |
| Task ID | text |
| Closed At | date |
| Merged With Ticket ID | text |
| Deleted | text |
| Ticket Type | text |
| Company Name | text |
6other output fields
Create a ClientAction
Input fields[3]
| Field | Type |
|---|---|
Company NameRequired | text |
OwnerRequired | choice |
GroupsRequired | choice |
| Address | text |
| City | text |
| State | text |
| Zip | text |
| Country | text |
| Phone | text |
| Website | text |
| VAT Number | text |
| Disable Online Payment | text |
Create a LeadAction
Input fields[3]
| Field | Type |
|---|---|
Company NameRequired | text |
OwnerRequired | choice |
Lead Status IDRequired | text |
Lead Source IDRequired | text |
| Address | text |
| City | text |
| State | text |
| Zip | text |
| Country | text |
| Phone | text |
| Website | url |
| VAT Number | text |
Create a ProjectAction
Input fields[3]
| Field | Type |
|---|---|
TitleRequired | text |
ClientRequired | choice |
Start DateRequired | date |
PriceRequired | number |
Project LabelsRequired | choice |
| Description | text |
| Deadline | date |
Create a TicketAction
Input fields[3]
| Field | Type |
|---|---|
TitleRequired | text |
ClientRequired | choice |
Requested ByRequired | choice |
Ticket TypeRequired | choice |
DescriptionRequired | text |
Assigned ToRequired | choice |
| Ticket Labels | choice |
Create an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Invoice Due DateRequired | date |
Invoice Bill DateRequired | date |
Invoice ClientRequired | choice |
| Invoice Project | choice |
| Tax ID | choice |
| Tax ID 2 | choice |
| Tax ID 3 | choice |
| Recurring | text |
| Invoice Note | text |
| Labels | choice |
Delete a ClientAction
Input fields[3]
| Field | Type |
|---|---|
ClientRequired | choice |
Delete a LeadAction
Input fields[3]
| Field | Type |
|---|---|
LeadRequired | choice |
Delete a ProjectAction
Input fields[3]
| Field | Type |
|---|---|
ProjectRequired | choice |
Delete a TicketAction
Input fields[3]
| Field | Type |
|---|---|
TicketRequired | choice |
Delete an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
InvoiceRequired | choice |
Make an API Calluniversal
Update a LeadAction
Input fields[3]
| Field | Type |
|---|---|
LeadRequired | choice |
| Company Name | text |
| Owner | choice |
| Lead Status ID | text |
| Lead Source ID | text |
| Address | text |
| City | text |
| State | text |
| Zip | text |
| Country | text |
| Phone | text |
| Website | url |
| VAT Number | text |
Update a ProjectAction
Input fields[3]
| Field | Type |
|---|---|
ProjectRequired | choice |
| Title | text |
| Client | choice |
| Start Date | date |
| Description | text |
| Deadline | date |
Update a TicketAction
Input fields[3]
| Field | Type |
|---|---|
TicketRequired | choice |
| Title | text |
| Client | choice |
| Requested By | choice |
| Ticket Type | choice |
| Description | text |
| Assigned To | choice |
| Ticket Labels | choice |
Update an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
InvoiceRequired | choice |
| Invoice Due Date | date |
| Invoice Client | choice |
| Invoice Bill Date | date |
| Invoice Project | choice |
| Tax ID | choice |
| Tax ID 2 | choice |
| Tax ID 3 | choice |
| Recurring | text |
| Invoice Note | text |
| Labels | choice |
Templates
Look for Rise CRM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Agile CRM[2]Manage contacts, companies, and deals in Agile CRM.
- Breakcold CRMLightweight CRM for sales teams to manage leads, pipelines, and customer relationships.
- AffinityRelationship intelligence CRM for deal flow, people, and organizations.
- ApptivoAll-in-one CRM and business suite for contacts, deals, projects, and invoicing.
- ClientifyCRM and sales automation platform for managing contacts, deals, and customer communication.
References
- WEXTL® Rise CRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Rise CRM.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12