Integrate CATS with SimpleSign

Send information between CATS and SimpleSign automatically, without writing any code, using Zoho Flow.

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Create a new contact in SimpleSign whenever 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 SimpleSign each time a new contact is created in CATS.

How it works
  1. The flow triggers when a new contact is created in CATS.
  2. Zoho Flow adds a new recipient into your contact directory in SimpleSign.
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Create a new contact in SimpleSign whenever a new contact is created in CATS

CATS + SimpleSign

Build your own integrations between CATS and SimpleSign

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Supported triggers and actions

Integrate CATS and SimpleSign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Activity created

Triggers when a new activity is created

Pipeline added

Triggers when a new candidate is added to a job

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Job created

Triggers when a new job is created

Candidate created

Triggers when a new candidate is created

Document updated

Triggers when a document is sent, signed, or rejected

All Actions - Actions are the automated tasks

Create job

Creates a new job

Create contact

Creates a new contact

Create task

Creates a new task

Create candidate

Creates a new candidate

Create company

Creates a new company

Fetch job

Fetches the details of an existing job

Fetch candidate

Fetches the details of an existing candidate

Fetch contact

Fetches the details of an existing contact

Fetch company

Fetches the details of an existing company

Send reminder

Sends a reminder to the specified recipients

Add recipient

Adds a new recipient into your contact directory

Update recipient

Updates the details of an existing recipient

Fetch document

Fetches the details of an existing document

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.

CRM

What is SimpleSign?

SimpleSign is an e-signing and contract management application that lets you create, send, track, and e-sign business documents and contracts.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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