Bind ERP + CATS Integration

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CATS + Bind ERP Integration

Create Bind ERP prospect from new CATS company

If you have created a company in CATS, it's important to create a prospect in Bind ERP. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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CATS + Bind ERP Integration

Create Bind ERP prospect for new CATS contact

In order to keep your accounting and customer records in sync, when you create a contact in CATS, this automation will automatically create a prospect in Bind ERP.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with CATS and Bind ERP!
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Bind ERP + CATS Integration

Create CATS contact for new Bind ERP prospect

If you are using Bind ERP, then you may want to also use CATS to manage your customer relationships. With the help of this automation, whenever you create a prospect in Bind ERP, a corresponding contact will be created in CATS.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Bind ERP + CATS Integration

Create CATS company from new Bind ERP invoice

If you're a small business owner who uses Bind ERP to manage your finances, you may be wondering if there's a way to automatically create a company profile in CATS whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with CATS and Bind ERP!
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Bind ERP + CATS Integration

Create CATS task for new Bind ERP invoice

If you use Bind ERP to manage your invoice, you can also use CATS to create and manage task associated with those invoice. Creating a task in CATS will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Bind ERP + CATS Integration

Create CATS task for new Bind ERP prospect

With the growth of Bind ERP, many companies are looking for ways to connect their Bind ERP account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in CATS every time a prospect is created in Bind ERP.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Bind ERP + CATS Integration
1.
  • Bind ERP
    Quote is created in Bind ERP
  • Bind ERP
    Prospect is created in Bind ERP
  • Bind ERP
    Invoice is created in Bind ERP
  • Bind ERP
    Product is created in Bind ERP
  • Bind ERP
    Activity is scheduled in Bind ERP
  • Bind ERP
    Inventory is updated in Bind ERP
  • CATS
    Candidate is added to a job in CATS Instant
  • CATS
    Candidate is created in CATS Instant
  • CATS
    Job is created in CATS Instant
  • CATS
    Job status is changed in CATS Instant
  • CATS
    Candidate is updated in CATS Instant
  • CATS
    Pipeline is updated in CATS Instant
  • CATS
    User is updated in CATS Instant
  • CATS
    Contact is created in CATS Instant
  • CATS
    Contact status is changed in CATS Instant
  • CATS
    Contact is updated in CATS Instant
  • CATS
    Company status is changed in CATS Instant
  • CATS
    Company is updated in CATS Instant
  • CATS
    Company is created in CATS Instant
  • CATS
    Activity is created in CATS Instant
2.
  • Bind ERP
    Create prospect in Bind ERP
  • Bind ERP
    Create activity in Bind ERP
  • CATS
    Create candidate in CATS
  • CATS
    Create job in CATS
  • CATS
    Search candidate in CATS
  • CATS
    Search company in CATS
  • CATS
    Search Job in CATS
  • CATS
    Create contact in CATS
  • CATS
    Search contact in CATS
  • CATS
    Create task in CATS
  • CATS
    Create company in CATS
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You Can Also Integrate Bind ERP & CATS With 1100+ Other Apps

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Bind ERP offers a complete business solution to small and medium-sized businesses by providing an easy-to-use management system. With Bind, you can manage your business from anywhere without any complications.

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CATS is a simple and affordable applicant tracking system that enables you to track all your applicants in one place. It provides tools to manage the entire recruiting process from job postings to social media networks and generate customized reports.

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