re:catch + Relate

re:catch + Relate integrations

Create new Relate organizations, contacts, deals, and notes from submitted re:catch forms

Start organizing your leads swiftly as they come in from re:catch with this powerful workflow. The moment a form is submitted in your re:catch app, both client organization and contact information is immediately created in your Relate app, followed by a deal and a note. This allows you to manage and track potential prospects efficiently, maximizing your productivity and saving you valuable time.

When this happens...
Form SubmittedTriggers when new form data is submittedForm Submitted
TriggerInstant
automatically do this!
Create Org & Contact & Deal & NoteCreate new organization, contact, deal and note
ActionWrite

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More things you can do with re:catch and Relate

Discover other triggers and actions you can use with re:catch and Relate

- Workflow Title
  Required
Trigger
Instant
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- Meeting Title
  Required
Trigger
Instant
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- Meeting Title
  Required
Trigger
Instant
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Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Trigger
Instant
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Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Trigger
Instant
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Entry Deleted
Triggers when a entry is deleted. Return contact data with fields.
Trigger
Instant
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Organization Created
Triggers when a new organization is created. Return organization data with custom fields.
Trigger
Instant
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Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
Trigger
Instant
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Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Trigger
Instant
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- List ID
  Required
- Contact ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization
  Required
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Write
- Organization Name
  Required
- Organization Website
- Organization Description
- Organization Assignee
Action
Write
- Organization
- Contact
- Name
- New Name
- New Title
- Email
- New Email
- Phone
- New Phone
Action
Write
- Deal
  Required
- New Contact
- New Deal Assignee
- New Deal Assignee Email
- New Pipeline Stage
- New Pipeline Name
- New Pipeline Stage Name
- New Prospect Status
- New Prospect Status Name
- New Deal Value
- New Deal Value Period
- New Deal Note
Action
Write
- Organization Name
  Required
- New Organization Name
- Organization Website
- Organization description
- Organization Assignee
Action
Write
- Contact Name
- Email
- Phone
- Contact ID
Action
Search
- List ID
  Required
- Contact ID
  Required
Action
Search
- Organization ID
- Organization Name
- Author email
- Note body
Action
Search
- Contact Name
- Contact Email
- Contact Phone
- Contact ID
- Organization ID
- Contact Title
Action
Search or write
- Organization ID
  Required
- Organization Name
- Author email
- Note body
  Required
- Author ID
Action
Search or write

- Meeting Title
  Required
Trigger
Instant
Try It
- Meeting Title
  Required
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Trigger
Instant
Try It
Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Trigger
Instant
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Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Trigger
Instant
Try It
Entry Created
Triggers when a new Entry is created. Return entry data with fields.
Trigger
Instant
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Entry Updated
Triggers when a contact is updated. Return contact data with fields.
Trigger
Instant
Try It
Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
Trigger
Instant
Try It
Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.
Trigger
Instant
Try It
- List ID
  Required
- Contact ID
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
Action
Write
- Organization ID
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
Action
Write
- Organization ID
  Required
- Author ID
- Author email
- Note body
  Required
Action
Write
- Company Name
  Required
- Company Website
- Company Description
- Organization Assignee
- Contact Name
  Required
- Contact Title
- Contact Email
  Required
- Contact Phone
- Note
- Deal Assignee
- Pipeline Stage
- Prospect Status
- Deal Value
- Deal Note
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Note ID
- New note body
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization ID
- Organization Name
Action
Search
- List ID
  Required
- Organization ID
  Required
Action
Search
- Organization Name
- Match Mode
- Organization ID
Action
Search
- Organization
  Required
- Organization Name
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Search or write
- Organization Name
  Required
- Match Mode
- Organization ID
- Organization Website
- Organization Description
- Organization Assignee
Action
Search or write

About re:catch

Re:catch is a sales funnel automation software that allows revenue teams to book instant meetings with customers in their demo page.

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Related categories

Sales & CRM

About Relate

Relate is a simple collaborative sales and CRM software.

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Related categories

CRM (Customer Relationship Management)

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