Integrate CATS with Zoho Invoice
Send information between CATS and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Zoho Invoice each time a new contact is created in CATS
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Zoho Invoice each time a new contact is created in CATS.
How it works
- The flow triggers when a new contact is created in CATS.
- Zoho Flow creates a new contact in Zoho Invoice.
Create a new contact is in Zoho Invoice each time a new contact is created in CATS
CATS + Zoho Invoice
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Supported triggers and actions
Integrate CATS and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Pipeline added
Triggers when a new candidate is added to a job
Candidate created
Triggers when a new candidate is created
Job created
Triggers when a new job is created
Activity created
Triggers when a new activity is created
Company created
Triggers when a new company is created
User created
Triggers when a new user is created
Contact created
Triggers when a new contact is created
Payment updated
Triggers when any detail of an existing payment is updated
Timesheet created
Triggers when a new timesheet is created
Item updated
Triggers when any detail of an existing item is updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Recurring expense created
Triggers when a new recurring expense is created
Timesheet updated
Triggers when the details of an existing timesheet are updated
Contact updated
Triggers when any detail of an existing contact is updated
Invoice created
Triggers when a new invoice is created
Estimate updated
Triggers when any detail of an existing estimate is updated
Estimate created
Triggers when a new estimate is created in the selected organization
Contact created
Triggers when a new contact is created
Project created
Triggers when a new project is created
Credit note updated
Triggers when the details of an existing credit note are updated
Payment received
Triggers when a new payment is received
Contact person created
Triggers when a new contact person is created for an existing contact
Credit note created
Triggers when a new credit note is created
Item created
Triggers when a new item is created in the selected organization
Invoice updated
Triggers when any detail of an existing invoice is updated
Project updated
Triggers when any detail of an existing project is updated
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create job
Creates a new job
Create contact
Creates a new contact
Create task
Creates a new task
Create candidate
Creates a new candidate
Fetch job
Fetches the details of an existing job
Fetch candidate
Fetches the details of an existing candidate
Fetch company
Fetches the details of an existing company
Fetch contact
Fetches the details of an existing contact
Create contact
Creates a new contact
Send estimate
Sends an existing estimate to the specified recipients
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create recurring invoice
Creates a new recurring invoice
Create task
Creates a new task in the specified project
Start timer
Starts timer for the selected task
Create contact person
Creates a new contact person for the selected contact
Create project
Creates a new project
Send retainer invoice
Sends a retainer invoice to the specified email address
Create estimate
Creates a new estimate
Record payment
Records a payment for an existing invoice
Add address for customer
Adds address details for an existing customer
Request payment information
Sends a payment information request to the specified email address
Send invoice
Sends an existing invoice to the specified recipients
Create invoice
Creates a new invoice
Stop timer
Stops the timer that is currently running
Create recurring expense
Creates a new recurring expense
Create timesheet
Creates a new timesheet entry
Create item
Creates a new item
Create retainer invoice
Creates a new retainer invoice
Update task
Updates the details of an existing task
Update invoice status
Updates the status of an existing invoice
Update timesheet
Updates the details of an existing timesheet
Update contact person
Updates the details of an existing contact person
Update contact
Updates the details of an existing contact
Update estimate
Updates the details of an existing estimate
Update payment link
Updates the details of an existing payment link
Update item
Updates the details of an existing item
Create payment link
Creates a payment link
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch payment
Fetches the details of an existing payment
Fetch item by name
Fetches the details of an existing item by name
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch contact by email
Fetches the details of an existing contact by email
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch item by ID
Fetches the details of an existing item by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch project
Fetches the details of an existing project by ID
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch task
Fetches the details of an existing task by ID
Fetch estimate
Fetches the details of an existing invoice
What is CATS?
CATS is an applicant tracking application that lets recruiters source, engage, and manage candidates. It provides features such as meeting scheduling, custom hiring workflows, sponsored job postings, and more.
Similar apps
What is Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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