CATS + Microsoft Dynamics 365 CRM

Create contacts in CATS for new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your sales process with this seamless Microsoft Dynamics 365 CRM to CATS workflow. When a new lead is added in your Microsoft Dynamics 365 CRM, a contact will be created in the CATS app, ensuring all your prospect information is organized and up-to-date. Streamline your sales pipeline and focus on closing deals with this efficient automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create a Contact
Adds a new contact in CATS.
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom EntityRequired
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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
Try It
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

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Name
Trigger
Instant
Try It
New Candidate
Triggers when a candidate is created.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
New Pipeline
Triggers when a candidate is added to a job.
Trigger
Instant
Try It
- Company StatusRequired
Trigger
Instant
Try It
- Job StatusRequired
Trigger
Instant
Try It
Company Updated
Triggers when a company is updated.
Trigger
Instant
Try It
- 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

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 Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more

Related categories

Similar apps

Related Zap Templates

Create CATS contacts for new Microsoft Dynamics 365 CRM contacts

Create CATS candidates from new Microsoft Dynamics 365 CRM contacts

CATS + Microsoft Dynamics 365 CRM

Create contacts in CATS for new leads in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

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

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

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