Integrate CATS with SimpleSign
Send information between CATS and SimpleSign automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new contact is created in CATS.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
Create a new contact in SimpleSign whenever a new contact is created in CATS
CATS + 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
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
Document updated
Triggers when a document is sent, signed, or rejected
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
Add recipient
Adds a new recipient into your contact directory
Send reminder
Sends a reminder to the specified recipients
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.
Similar apps
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.
Similar apps
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
