Plumsail Documents + CATS Integrations
How to connect Plumsail Documents + CATS
Zapier lets you send info between Plumsail Documents and CATS automatically—no code required.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New ActivityTriggers when an activity is created.Trigger- New CandidateTriggers when a candidate is created.Trigger
- New CompanyTriggers when a company is created.Trigger
- New ContactTriggers when a contact is created.Trigger
- New JobTriggers when a job is created.Trigger
- New PipelineTriggers when a candidate is added to a job.Trigger
- CATS
Triggers when a user is created.
Instant
Trigger
- CATS
Triggers when a company's status is changed.
Instant
Trigger
- CATS
Triggers when a contact's status is changed.
Instant
Trigger
- CATS
Triggers when a job's status is changed.
Instant
Trigger
- CATS
Triggers when a candidate is updated.
Instant
Trigger
- CATS
Triggers when a company is updated.
Instant
Trigger
- CATS
Triggers when a contact is updated.
Instant
Trigger
- CATS
Triggers when a candidates status for a job is updated.
Instant
Trigger
- CATS
Triggers when a user is updated.
Instant
Trigger
- CATS
Adds a new candidate in CATS.
Scheduled
Action
- CATS
Adds a new company in CATS.
Scheduled
Action
- CATS
Adds a new contact in CATS.
Scheduled
Action
- CATS
Adds a new job in CATS.
Scheduled
Action
- CATS
Add a candidate to a job pipeline.
Scheduled
Action
- CATS
Adds a new task in CATS.
Scheduled
Action
- CATS
Search for a candidate by candidate ID.
Scheduled
Action
- CATS
Search for a company by company ID.
Scheduled
Action
- CATS
Search for a contact by contact ID.
Scheduled
Action
- CATS
Search for a job by job ID.
Scheduled
Action
How Plumsail Documents + CATS Integrations Work
- Step 1: Authenticate Plumsail Documents and CATS.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Plumsail Documents
Related categories
About CATS
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.