What can I automate with the Rise CRM integration?

Manage Rise CRM clients, projects and tasks, and read contacts, leads, tickets and invoices. Lodol supports 25 actions and 8 triggers for Rise CRM, which you can combine with any other app in a workflow.

How do I connect Rise CRM to Lodol?

Connect Rise CRM once in your workspace and every action and trigger it supports can be added to a workflow, by you in the editor or by your AI.

All integrationsCRM & Contacts

Rise CRM

Manage Rise CRM clients, projects and tasks, and read contacts, leads, tickets and invoices.

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actions: 25
triggers: 8

Triggers

Start a workflow when something happens in Rise CRM.

New clientRuns when new client is observed in Rise CRM. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
New contactRuns when new contact is observed in Rise CRM. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
New projectRuns when new project is observed in Rise CRM. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
New taskRuns when new task is observed in Rise CRM. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
New ticketRuns when new ticket is observed in Rise CRM. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
New leadRuns when new lead is observed in Rise CRM. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
New invoiceRuns when new invoice is observed in Rise CRM. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
New noteRuns when new note is observed in Rise CRM. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.