Create Deskera account for new CATS company
CATS + Deskera Integration
CATS + Deskera Integration
Connect CATS to Deskera in 1 click
Free forever.Use premium features free for 14 days.1.
Candidate is added to a job in CATS Instant- Candidate is created in CATS Instant
- Job is created in CATS Instant
- Job status is changed in CATS Instant
- Candidate is updated in CATS Instant
- Pipeline is updated in CATS Instant
- User is updated in CATS Instant
- Contact is created in CATS Instant
- Contact status is changed in CATS Instant
- Contact is updated in CATS Instant
- Company status is changed in CATS Instant
- Company is updated in CATS Instant
- Company is created in CATS Instant
- Activity is created in CATS Instant
Quotation is created in Deskera- Contact is created in Deskera
- CRM Contact is created in Deskera
- Contact is created in CRM+ in Deskera Instant
- Product is created in Deskera
- Sales invoice is created in Deskera
- Deal is created in CRM+ in Deskera Instant
- Payment entry is created in Deskera
2.
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Ready Workflows for CATS + Deskera Integration
Just click on the workflow you want to automate
Most popular automations
Create CATS task for new Deskera contact
In Deskera, when you create a contact, it automatically creates a task in CATS for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See moreThis makes it easy to stay organized and ensure no important steps are missed when working with a customer.
Create Deskera contact from new CATS company
If you have created a company in CATS, it's important to create a contact in Deskera. 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.
See moreCreate Deskera contact for new CATS contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this CATS - Deskera integration, anytime a new CATS contact is created, an Deskera contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this CATS - Deskera integration, anytime a new CATS contact is created, an Deskera contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create CATS contact for new Deskera contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Deskera - CATS integration, anytime a new Deskera contact is created, an CATS contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Deskera - CATS integration, anytime a new Deskera contact is created, an CATS contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Contact is created in Deskera > Check condition > Create contact in CATS
Deskera + CATS Integration
When CRM Contact is created in Deskera > Check condition > Create contact in CATS
Deskera + CATS Integration
When Contact is created in CATS > Check condition > Create contact in Deskera
CATS + Deskera Integration
When Contact is created in CATS > Check condition > Create crm contact in Deskera
CATS + Deskera Integration
When Contact is created in CATS > Check condition > Create sales invoice in Deskera
CATS + Deskera Integration
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Top 10 Most Popular CATS Automations from
Integrately Community
Just click on the workflow you want to automate
Create CATS contact for new Google Sheets row
Create CATS contact for new CompanyHub record
Create CATS contact for new Salesforce record
Create CATS contact for new Airtable record
Create CATS contact for new Notion database item
Create CATS contact for new Google Sheets row
Create CATS contact for new CompanyHub record
Create CATS contact for new Salesforce record
Create CATS contact for new Airtable record
Create CATS contact for new Notion database item
Create CATS contact for new EasyCSV data
Create CATS contact for new Bubble data thing
Create CATS contact for new PostgreSQL row
Create CATS contact for new SeaTable row
Create CATS contact from new Shoplazza customer
Create CATS contact for new EasyCSV data
Create CATS contact for new Bubble data thing
Create CATS contact for new PostgreSQL row
Create CATS contact for new SeaTable row
Create CATS contact from new Shoplazza customer
Top 10 Most Popular Deskera Automations from
Integrately Community
Most popular
01
Create Deskera contact for new WordPress user
02
Create Deskera contact for new WPForms form submission
03
Create Deskera contact for new Chatbot response
04
Create Deskera contact for new Convertri response
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Create Deskera contact from new Adobe Commerce (Magento) customer
06
Create Deskera contact for new Elementor Forms form submission
07
Create Plutio person for new Deskera contact
08
Create Deskera contact for new Webflow form submission
09
Create Deskera contact for new Mautic form submission
10
Create Deskera contact for new GroovePages response
Most popular
01
Create Deskera contact for new WordPress user
02
Create Deskera contact for new WPForms form submission
03
Create Deskera contact for new Chatbot response
04
Create Deskera contact for new Convertri response
05
Create Deskera contact from new Adobe Commerce (Magento) customer
06
Create Deskera contact for new Elementor Forms form submission
07
Create Plutio person for new Deskera contact
08
Create Deskera contact for new Webflow form submission
09
Create Deskera contact for new Mautic form submission
10
Create Deskera contact for new GroovePages response
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You Can Also Connect CATS or Deskera With 1400+ Other Apps
CATS
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.
Deskera
Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.
