Integrate CATS with Moneybird

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

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Create a new contact is in Moneybird 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 Moneybird 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 Moneybird.
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Create a new contact is in Moneybird each time a new contact is created in CATS

CATS + Moneybird

Build your own integrations between CATS and Moneybird

Connect CATS and Moneybird with over 800+ 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 Moneybird using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity created

Triggers when a new activity is created

User created

Triggers when a new user is created

Contact created

Triggers when a new contact is created

Pipeline added

Triggers when a new candidate is added to a job

Candidate created

Triggers when a new candidate is created

Company created

Triggers when a new company is created

Job created

Triggers when a new job is created

New quote

Triggers when a new quote is created

New sales invoice

Triggers when a new sales invoice is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create task

Creates a new task

Create candidate

Creates a new candidate

Create company

Creates a new company

Create job

Creates a new job

Fetch contact

Fetches the details of an existing contact

Fetch candidate

Fetches the details of an existing candidate

Fetch company

Fetches the details of an existing company

Fetch job

Fetches the details of an existing job

Create document

Creates a new document

Create contact

Creates a new contact

Send sales invoice

Sends a sales invoice to the specified email

Create estimate

Creates a new estimate

Create sales invoice

Creates a new sales invoice

Fetch product

Fetches a product by description

Fetch contact

Fetches a contact by email

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 Moneybird?

Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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