Zoho Invoice + CATS Integration

Connect Zoho Invoice to CATS - Automate your workflows in 1-click

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Create Zoho Invoice 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 - Zoho Invoice integration, anytime a new CATS contact is created, an Zoho Invoice 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.

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Create Zoho Invoice contact from new CATS company

If you have created a company in CATS, it's important to create a contact in Zoho Invoice. 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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When Contact is created in CATS > Check condition > Create contact in Zoho Invoice

CATS + Zoho Invoice Integration

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to automate repetitive tasks between Zoho Invoice & CATS

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Invoice is created in Zoho Invoice Instant
Customer is created in Zoho Invoice Instant
Item is created in Zoho Invoice Instant
Contact person is created in Zoho Invoice
Project is created in Zoho Invoice Instant
Estimate is created in Zoho Invoice Instant
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

Create invoice in Zoho Invoice
Create contact in Zoho Invoice
Search contact in Zoho Invoice
Create new estimate in Zoho Invoice
Create new item in Zoho Invoice
Get invoice by ID in Zoho Invoice
Create contact person in Zoho Invoice
Create candidate in CATS
Create job in CATS
Search candidate in CATS
Search company in CATS
Search Job in CATS
Create contact in CATS
Search contact in CATS
Create task in CATS
Create company in CATS

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Integrate Zoho Invoice & CATS In 1 Click
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You Can Also Connect Zoho Invoice or CATS With 1100+ Other Apps

Zoho Invoice is an easy to use and highly customizable invoice software for small businesses. It's mobile friendly, has payment reminders and recurring billing features.

See Zoho Invoice Integrations

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.

See CATS Integrations