CATS + Evoliz Integration

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Popular CATS + Evoliz Workflows

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Evoliz + CATS Integration

Create CATS contact for new Evoliz contact

If you are using Evoliz, then you may want to also use CATS to manage your customer relationships. With the help of this automation, whenever you create a contact in Evoliz, 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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Evoliz + CATS Integration

Create CATS task for new Evoliz contact

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

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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Evoliz + CATS Integration

Create CATS task for new Evoliz sale order

If you use Evoliz as your bookkeeping software, there's an easy way to create task in CATS. With the help of this automation, whenever you create a new sale order in Evoliz, a task will automatically be created in CATS for that sale order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each sale order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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CATS + Evoliz Integration
1.
  • 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
  • Evoliz
    Article is created in Evoliz
  • Evoliz
    Client is created in Evoliz
  • Evoliz
    Invoice is created in Evoliz
  • Evoliz
    Sales order is created in Evoliz
  • Evoliz
    Supplier is created in Evoliz
  • Evoliz
    Account is created in Evoliz
  • Evoliz
    Contact is created in Evoliz
2.
  • 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
  • Evoliz
    Search sale order by document number in Evoliz
  • Evoliz
    Create article in Evoliz
  • Evoliz
    Save invoice in Evoliz
  • Evoliz
    Search invoice by document number in Evoliz
  • Evoliz
    Search client by code in Evoliz
  • Evoliz
    Search supplier by code in Evoliz
  • Evoliz
    Create client in Evoliz
  • Evoliz
    Create prospect in Evoliz
  • Evoliz
    Create client contact in Evoliz
  • Evoliz
    Create prospect contact in Evoliz
  • Evoliz
    Update client in Evoliz
  • Evoliz
    Update article in Evoliz
  • Evoliz
    Search article by reference in Evoliz
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