CATS + Follow Up Boss

CATS + Follow Up Boss integrations

Create CATS contacts for new Follow Up Boss contacts

Easily manage your Follow Up Boss contacts within the CATS app with this efficient workflow. Whenever you add a new contact in Follow Up Boss, this automation will create a contact in CATS, ensuring all your important information is organized and easily accessible. Keep your recruitment and contact management processes streamlined and stay on top of your game with this essential integration.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create a ContactAdds a new contact in CATS.
ActionWrite

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More things you can do with Follow Up Boss and CATS

Discover other triggers and actions you can use with Follow Up Boss and CATS

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
Trigger
Instant
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New Candidate
Triggers when a candidate is created.
Trigger
Instant
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New Contact
Triggers when a contact is created.
Trigger
Instant
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New Pipeline
Triggers when a candidate is added to a job.
Trigger
Instant
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- Company Status
  Required
Trigger
Instant
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- Job Status
  Required
Trigger
Instant
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Company Updated
Triggers when a company is updated.
Trigger
Instant
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- Workflow
  Required
- Workflow Status
  Required
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Middle Name
- Title
- Primary Email
- Secondary Email
- Address
- City
- State
- Zip
- Website
- Home Phone
- Cell Phone
- Work Phone
- Social media
- Best Time to Call
- Current Employer
- Date Available
- Current Pay
- Desired Pay
- Willing to Relocate
- Key Skills
- Notes
- Active
- Hot
- Resume URL
Action
Write
- First Name
  Required
- Last Name
  Required
- Owner
  Required
- Company
- Create Company
- Title
- Primary Email
- Secondary Email
- Work Phone
- Cell Phone
- Other Phone
- Left Company
- Address
- City
- State
- Zip
- Social Media
- Hot
- Notes
Action
Write
- Candidate
  Required
- Job
  Required
- Rating
- Create Activity
  Required
Action
Write
- Candidate ID
- Query
Action
Search
- Contact ID
- Query
Action
Search
- User ID
  Required
Action
Search

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
New Activity
Triggers when an activity is created.
Trigger
Instant
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New Company
Triggers when a company is created.
Trigger
Instant
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New Job
Triggers when a job is created.
Trigger
Instant
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New User
Triggers when a user is created.
Trigger
Instant
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- Contact Status
  Required
Trigger
Instant
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Candidate Updated
Triggers when a candidate is updated.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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User Updated
Triggers when a user is updated.
Trigger
Instant
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- Name
  Required
- Owner
  Required
- Website
- Address
- City
- State
- Zip
- Primary Phone
- Secondary Phone
- Fax
- Social Media
- Notes
- Hot
- Key Technologies
- User Groups
Action
Write
- Title
  Required
- City
  Required
- State
  Required
- Zip
  Required
- Company
  Required
- Company Contact
- Owner
- Recruiter
- Category
- Hot
- Start Date
- Salary
- Duration
- Type
- Openings
- Description
- Notes
- User Groups
Action
Write
- DataItem Type
  Required
- DataItem
  Required
- Assigned To
  Required
- Description
  Required
- Priority
  Required
- Date Due
Action
Write
- Company ID
- Query
Action
Search
- Job ID
- Query
Action
Search

About CATS

CATS is an applicant tracking system. Manage the entire tracking process from posting jobs to leading job boards and social networks to generating customized reports. Collect applications with the hosted career portal and find the right candidates with searching capabilities.

HelpHelp

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CRM (Customer Relationship Management)

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About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.