Integrate CATS with Teamleader
Send information between CATS and Teamleader automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Teamleader each time a new contact is created in CATS
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Teamleader each time a new contact is created in CATS.
How it works
- The flow triggers when a new contact is created in CATS.
- Zoho Flow creates a new contact in Teamleader.
Create a new contact is in Teamleader each time a new contact is created in CATS
CATS + Teamleader
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Supported triggers and actions
Integrate CATS and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Candidate created
Triggers when a new candidate is created
Pipeline added
Triggers when a new candidate is added to a job
Job created
Triggers when a new job is created
Company created
Triggers when a new company is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
User created
Triggers when a new user is created
Contact added
Triggers when a new contact is added
Time tracking updated
Triggers when the details of an existing time tracking are updated
Invoice booked
Triggers when an invoice is booked
Time tracking created
Triggers when a new time tracking is created
Invoice paid
Triggers when an invoice is paid
Product created
Triggers when a new product is created
Company created
Triggers when a new company is added
Deal accepted
Triggers when a deal is accepted
Deal created
Triggers when a new deal is created
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create task
Creates a new task
Create contact
Creates a new contact
Create candidate
Creates a new candidate
Create job
Creates a new job
Fetch company
Fetches the details of an existing company
Fetch candidate
Fetches the details of an existing candidate
Fetch job
Fetches the details of an existing job
Fetch contact
Fetches the details of an existing contact
Create project
Creates a new project
Link contact to company
Links a contact to the specified company
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
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