Integrate Fulcrum with CATS
Send information between Fulcrum and CATS automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in CATS each time a form is filled out on Fulcrum
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in CATS using the form responses obtained from Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new contact in CATS.
Create a contact in CATS each time a form is filled out on Fulcrum
Fulcrum + CATS
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Supported triggers and actions
Integrate Fulcrum and CATS using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record updated
Triggers when an existing record is updated
New record
Triggers when a new record is created
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
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
What is Fulcrum?
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