CATS + Wealthbox CRM

Add new Wealthbox CRM contacts as candidates to CATS pipelines

Effortlessly streamline your hiring process with this easy-to-use workflow between Wealthbox CRM and CATS. When a new contact is added in Wealthbox CRM, they will be automatically enrolled as a candidate in your CATS pipeline. Save time and boost efficiency by ensuring your CATS pipeline stays up-to-date with your latest contacts from Wealthbox CRM.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add Candidate to Pipeline
Add a candidate to a job pipeline.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- 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
Try It
- Company StatusRequired
Trigger
Instant
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- Job StatusRequired
Trigger
Instant
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Company Updated
Triggers when a company is updated.
Trigger
Instant
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- WorkflowRequired
- Workflow StatusRequired
Trigger
Instant
Try It
- 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
Action
Write
- 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
Action
Write
- CandidateRequired
- JobRequired
- Rating
- Create ActivityRequired
Action
Write
- Candidate ID
- Query
Action
Search
- Contact ID
- Query
Action
Search
- User IDRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
New Activity
Triggers when an activity is created.
Trigger
Instant
Try It
New Company
Triggers when a company is created.
Trigger
Instant
Try It
New Job
Triggers when a job is created.
Trigger
Instant
Try It
New User
Triggers when a user is created.
Trigger
Instant
Try It
- Contact StatusRequired
Trigger
Instant
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Candidate Updated
Triggers when a candidate is updated.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
User Updated
Triggers when a user is updated.
Trigger
Instant
Try It
- NameRequired
- OwnerRequired
- Website
- Address
- City
- State
- Zip
- Primary Phone
- Secondary Phone
- Fax
- Social Media
- Notes
- Hot
- Key Technologies
- User Groups
Action
Write
- TitleRequired
- CityRequired
- StateRequired
- ZipRequired
- CompanyRequired
- Company Contact
- Owner
- Recruiter
- Category
- Hot
- Start Date
- Salary
- Duration
- Type
- Openings
- Description
- Notes
- User Groups
Action
Write
- DataItem TypeRequired
- DataItemRequired
- Assigned ToRequired
- DescriptionRequired
- PriorityRequired
- 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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new CATS candidates from new Wealthbox CRM contacts

Related Zap Templates

Create new CATS candidates from new Wealthbox CRM contacts

CATS + Wealthbox CRM

Add new Wealthbox CRM contacts as candidates to CATS pipelines

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Custom Trigger

New Candidate

New Contact

New Pipeline

Company Status Changed

Job Status Changed

Company Updated

Pipeline Updated

Create a Candidate

Create a Contact

Add Candidate to Pipeline

Find a Candidate

Find a Contact

Find a User

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

New Activity

New Company

New Job

New User

Contact Status Changed

Candidate Updated

Contact Updated

User Updated

Create a Company

Create a Job

Create a Task

Find a Company

Find a Job

About CATS

Related categories

Similar apps

Zapier Interfaces

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates