Checkvist + CATS Integration

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CATS + Checkvist Integration

Create Checkvist list for new CATS contact

When you create a new contact in CATS, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with CATS and Checkvist!
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Checkvist + CATS Integration

Create CATS task for new Checkvist list

Are you looking for a way to keep track of your sales process and create task for yourself in CATS? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in CATS for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Checkvist + CATS Integration
1.
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
  • 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.
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
  • 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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