CATS + Yoobi
Add new CATS companies as Yoobi customers
Whenever there's a new company in CATS, a matching Yoobi customer will be created automatically. There aren't any extra keystrokes required!
Whenever there's a new company in CATS, a matching Yoobi customer will be created automatically. There aren't any extra keystrokes required!
- When this happens...
New CompanyTriggers when a company is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CustomerCreates a new Customer.
ActionWriteCreate a new record or update an existing record in your app.
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New Candidate
Triggers when a candidate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pipeline
Triggers when a candidate is added to a job.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkflowRequired
Workflow StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
Last NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
OwnerRequired
Company
Create Company
Title
Primary Email
Secondary Email
Work Phone
Cell Phone
Other Phone
Left Company
Address
City
State
Zip
Social Media
Hot
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CandidateRequired
JobRequired
Rating
Create ActivityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate ID
Query
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ID
Query
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInclude Activities
Include Budget
Include Description
Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomer CodeRequired
CRM Sale code
CRM Sale Name
CRM Sale SchemeRequired
CRM Sales Scheme PhaseRequired
CRM Sale source
Product Group
Employee number
First name
Infix
Last Name
Percentage of this sale
Value of this saleRequired
CurrencyRequired
Expected sale dateRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
CodeRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
E-mail
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Code
State
Start Date
End Date
Label
Classification
Customer Code
Department Name
Ledger Account
Cost Center
Cost Unit
Currency
Main Project Code
External Approval Email
External Approval Report Comment
External Approval Weekly
External Approval Reminder Days
External Approval Language Code
First Name
Last Name
Infix
Project Role Name
Employee Number
Name
Start Date
Description
End Date
State
Exclude Approval
Type
Is Billable
Ledger Account
Cost Center
Cost Unit
Activity Specify
Note Required
Link Project Employee
Show Custom Fields
Budget Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee NumberRequired
Day of RegistrationsRequired
Month of RegistrationsRequired
Year of RegistrationsRequired
Project code or ID
State of periodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number or Invoice IDRequired
AmountRequired
Fully PaidRequired
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primary ContactRequired
Customer Name
Contact Name
Keyword
ActionThis is an event a Zap performs.SearchFind existing data in your appCRM Sale Code
Customer of Relation Code
ActionThis is an event a Zap performs.SearchFind existing data in your appCoC Number
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number or Invoice IDRequired
PDF toevoegen
ActionThis is an event a Zap performs.SearchFind existing data in your appProject Code or Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCodeRequired
Level of detail
NameRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
E-mail
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundVAT Number
NameRequired
CodeRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
E-mail
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject Code or Project IDRequired
Name
Code
State
Start Date
End Date
Label
Classification
Customer Code
Department Name
Ledger Account
Cost Center
Cost Unit
Currency
Main Project Code
External Approval Email
External Approval Report Comment
External Approval Weekly
External Approval Reminder Days
External Approval Language Code
First Name
Last Name
Infix
Project Role Name
Employee Number
Name
Start Date
Description
End Date
State
Exclude Approval
Type
Is Billable
Ledger Account
Cost Center
Cost Unit
Activity Specify
Note Required
Link Project Employee
Show Custom Fields
Budget Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity
Triggers when an activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job
Triggers when a job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Updated
Triggers when a candidate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Updated
Triggers when a user is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
OwnerRequired
Website
Address
City
State
Zip
Primary Phone
Secondary Phone
Fax
Social Media
Notes
Hot
Key Technologies
User Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
CityRequired
StateRequired
ZipRequired
CompanyRequired
Company Contact
Owner
Recruiter
Category
Hot
Start Date
Salary
Duration
Type
Openings
Description
Notes
User Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataItem TypeRequired
DataItemRequired
Assigned ToRequired
DescriptionRequired
PriorityRequired
Date Due
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company ID
Query
ActionThis is an event a Zap performs.SearchFind existing data in your appJob ID
Query
ActionThis is an event a Zap performs.SearchFind existing data in your appChanged Since dateRequired
Primary ContactRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New CRM Sale
Triggers when a new CRM sale record is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Department
Triggers when a new department is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Relation
Triggers when a New Relationship Record is created in Yoobi through selection atm. this is not good
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomer ID
Customer Code
CRM Task Type
Subject
Task Description
Planned Date
Planned Time
Planned End Date
Planned End Time
Executed Date
Executed Time
Priority
Username
Resourcegroup
Contact First Name
Contact Last Name
Contact Email
Contact Phone
Person ID
Contact Info ID
Notification Moment
Notification User ID
Notification Date Offset
Project ID
CRM Sale ID
Taskreport
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Initials
Middle Name
Last NameRequired
Gender
Date of Birth
Employee NumberRequired
BSN
Employee Abbreviation
Job Name
Start Registration Date
Start Date
End Date
Cost Center
Cost Unit
Allow Overtime
Department
Resource Group
State
Contract Start Date
Contract End Date
Contract FTE
User State
Username
User Email
User Language
Show Custom fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee NumberRequired
Registration DateRequired
Project NameRequired
Activity NameRequired
Type of RegistrationRequired
Cost Registration
Time RegistrationRequired
Number Registration
Registration Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VersionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Project CodeRequired
Project NameRequired
State
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type
Email or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Name or IDRequired
Level of detail
ActionThis is an event a Zap performs.SearchFind existing data in your appVAT Number
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee number or Employee IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCRM Sale code
Customer CodeRequired
CRM Sale Name
CRM Sale SchemeRequired
CRM Sales Scheme PhaseRequired
CRM Sale source
Product Group
Employee number
First name
Infix
Last Name
Percentage of this sale
Value of this saleRequired
CurrencyRequired
Expected sale dateRequired
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCoC Number
NameRequired
CodeRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
E-mail
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundE-mailRequired
NameRequired
CodeRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About CATS
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