CATS + Copper

Create contacts in CATS from new Copper leads

Streamline your sales process by connecting Copper and CATS with this workflow. Whenever a new lead is added in Copper, a contact will be created in the CATS app. This automation saves time and ensures efficient lead management across both platforms, keeping your sales team focused on closing deals.

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

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Supported triggers and actions

- Entity TypeRequired
- Activity TypeRequired
Trigger
Instant
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New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
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New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
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New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
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Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
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Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
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Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
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Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
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Updated Task
Triggers when a Task is changed.
Trigger
Instant
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- Source TypeRequired
- Project IdRequired
- Source IdRequired
Action
Write
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-MailRequired
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Opportunity IDRequired
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Primary ContactRequired
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
- Activity TypeRequired
- Activity DateRequired
- Parent TypeRequired
- Parent ObjectRequired
- Acting UserRequired
- DetailsRequired
Action
Search or write
- Match by TypeRequired
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-MailRequired
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by TypeRequired
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- 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
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- 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
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- 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 Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
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Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity TypeRequired
- Activity DateRequired
- Parent TypeRequired
- Parent ObjectRequired
- Acting UserRequired
- DetailsRequired
Action
Write
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-MailRequired
- If Person Already Exists
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- NameRequired
- Primary ContactRequired
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Primary ContactRequired
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by TypeRequired
- NameRequired
- Primary ContactRequired
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by TypeRequired
- NameRequired
- Assignee
- Details
- Status
- Tags
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
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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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.