Rise CRM API: Watch New Clients, Create a Client

About this integration

Lightweight CRM for managing clients, projects, and invoices.

There are 4 triggers, 10 search modules and 15 actions available. The integration connects via basic authentication.

How to connect

The credential form asks for URL and Auth Token.

Prefer the interactive builder form? Open it on the app page.

Use it in workflow automation

Start with Watch New Clients, then add Create a Client.

The canvas below runs Watch New Clients into Create a Client — watch the video, then drop a node onto the canvas.

Select the Watch New Leads trigger and the workflow fires automatically when the event occurs — no polling required.

Then add Delete a Lead as the next node. Branch, filter, or hand off to other integrations from there.

The integration includes 19 ready-made modules for CRM work — each run logs its inputs and outputs for debugging.

Start building today

Rise CRM workflow on the canvas: Watch New Leads then Delete a Lead

Triggers, searches and actions

Open any Rise CRM trigger, search, or action to see its inputs and outputs — 4 triggers, 10 searchs, 15 actions.