Integrate CATS with Moneybird
Send information between CATS and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new contact is created in CATS.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in CATS
CATS + Moneybird
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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.
Similar apps
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
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
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