Folioze + CATS Integration

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CATS + Folioze Integration

Create Folioze contact for new CATS contact

If you're using CATS to manage your sales leads, it's important to also use Folioze to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in CATS, a corresponding contact will automatically be created in Folioze.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Folioze + CATS Integration

Create CATS contact from new Folioze order

As an online store owner, you're likely using Folioze to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Folioze with CATS? This integration will allow you to automatically create a contact for each new order in CATS.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Folioze + CATS Integration

Create CATS task for new Folioze form submission

It's important to stay on top of your customer relationships, and one way to do that is to create CATS tasks for new Folioze form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that CATS task for new Folioze form submission received today - your customers will thank you for it!
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Folioze + CATS Integration

Create CATS task for new Folioze contact

CATS and Folioze are two powerful cloud-based tools that can be used to improve business productivity. Using this CATS - Folioze integration, you can automatically create task in CATS whenever a new contact is created in Folioze.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Folioze + CATS Integration

Create CATS task for new Folioze event

Creating task in CATS is a great way to keep track of task that need to be completed when an event is created in your Folioze account.

With the help of this integration, when an event is created, a task will be automatically created in CATS and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Folioze + CATS Integration
1.
  • Folioze
    Product is created in Folioze Instant
  • Folioze
    Product is updated in Folioze Instant
  • Folioze
    Form response is created in Folioze Instant
  • Folioze
    Order is created in Folioze Instant
  • Folioze
    Order is updated in Folioze Instant
  • Folioze
    Contact is created or updated in Folioze Instant
  • Folioze
    Booking is created in Folioze Instant
  • 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.
  • Folioze
    Delete contact in Folioze
  • Folioze
    Search contact in Folioze
  • Folioze
    Update contact in Folioze
  • Folioze
    Create contact in Folioze
  • Folioze
    Create product in Folioze
  • Folioze
    Update product in Folioze
  • Folioze
    Search product in Folioze
  • Folioze
    Create member in Folioze
  • Folioze
    Delete member in Folioze
  • Folioze
    Create member group in Folioze
  • Folioze
    Update member group in Folioze
  • Folioze
    Delete member group in Folioze
  • 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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