TDV Adapter for Highrise

Build 22.0.8462

Tables

The adapter models the data in Highrise CRM into a list of tables that can be queried using standard SQL statements.

Generally, querying Highrise CRM tables is the same as querying a table in a relational database. Sometimes there are special cases, for example, including a certain column in the WHERE clause might be required to get data for certain columns in the table. This is typically needed for situations where a separate request must be made for each row to get certain columns. These types of situations are clearly documented at the top of the table page linked below.

Highrise CRM Adapter Tables

Name Description
Cases Create, update, delete, and query Cases that are visible to the authenticated user.
Comments Create, update, delete, and query Comments associated with a Note or Email and visible to the authenticated user.
Companies Create, update, delete, and query Highrise Companies. This table is dynamic.
CustomFields Return all custom fields used in the account.
DealCategories Create, update, delete, and query Deal Categories.
Deals Create, update, delete, and query Highrise Deals. This table is dynamic.
Groups Query, create, update and delete your account's groups
Notes Create, update, delete, and query Notes that are visible to the authenticated user and related to a specific Person, Company, Case, or Deal.
People Create, update, delete, and query Highrise People. This table is dynamic.
TaskCategories Create, update, delete, and query Task Categories.

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Build 22.0.8462