Integrate CATS with Upsales

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

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Create a new contact is in Upsales each time a new contact is created in CATS

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Upsales 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 creates a new contact in Upsales.
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Create a new contact is in Upsales each time a new contact is created in CATS

CATS + Upsales

Build your own integrations between CATS and Upsales

Connect CATS and Upsales with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate CATS and Upsales 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

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Order created

Triggers when a new order is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

User created

Triggers when a new user is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

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

Create contact

Creates a new contact

Create activity

Creates a new activity

Create order

Creates a new order

Create product

Creates a new product

Create company

Creates a new company

Create appointment

Creates a new appointment

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 Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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