Connect CATS and Lexware Office

Both apps 86CATS 36Lexware Office 50

• Trigger
  Candidate Updated

  Triggers when a candidate is updated in CATS.

• Trigger
  Company Status Changed

  Triggers when a company's status is changed in CATS.

• Trigger
  Company Updated

  Triggers when a company is updated in CATS.

• Trigger
  Contact Status Changed

  Triggers when a contact's status changes in CATS.

• Trigger
  Contact Updated

  Triggers when a contact is updated in CATS.

• Trigger
  Custom Trigger

  Triggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user).

• Trigger
  Job Status Changed

  Triggers when a job's status changes in CATS, returning the job with its previous and new status ids.

• Trigger
  New Activity

  Triggers when a new activity (call, email, meeting, note) is logged in CATS.

• Trigger
  New Candidate

  Triggers when a new candidate is created in CATS.

• Trigger
  New Company

  Triggers when a new company is created in CATS.

• Trigger
  New Contact

  Triggers when a new contact is created in CATS.

• Trigger
  New Job

  Triggers when a new job order is created in CATS.

• Trigger
  New Pipeline

  Triggers when a candidate is added to a job's pipeline in CATS.

• Trigger
  Pipeline Updated

  Triggers when a pipeline (a candidate's placement on a job) is updated in CATS.

• Action
  Add Candidate to Pipeline

  Adds a candidate to a job's pipeline in CATS and returns the new pipeline record's id.

• Action
  Change Company Status

  Changes the status of a company in CATS, optionally choosing which status-change triggers fire.

• Action
  Change Contact Status

  Changes the status of a contact in CATS, optionally choosing which status triggers fire.

• Action
  Change Job Status

  Changes the status of a job in CATS, optionally choosing which status triggers fire.

• Action
  Create a Candidate

  Creates a new candidate record in CATS with contact details, address, pay, skills and custom field values.

• Action
  Create a Company

  Creates a new company record in CATS and returns its ID.

• Action
  Create a Contact

  Creates a contact in CATS linked to a company and owner, and returns the new contact's ID.

• Action
  Create a Job

  Creates a new job order in CATS and returns its ID.

• Action
  Create a Task

  Creates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user.

• Action
  Find a Candidate

  Searches CATS candidates by a keyword such as a name or email and returns the matching candidate records.

• Action
  Find a Company

  Searches CATS companies by text and returns the matching companies.

• Action
  Find a Contact

  Searches CATS contacts by text and returns the matching contacts.

• Action
  Find a Job

  Searches CATS jobs by text and returns the matching jobs.

• Action
  Find a User

  Finds CATS users whose email, username or name matches the search term.

• Action
  Get Activity

  Returns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against.

• Action
  Get Pipeline

  Returns a single pipeline — a candidate's placement on a job — including its status, workflow and rating.

• Action
  Get Task

  Returns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns.

• Action
  Log Candidate Activity

  Logs an activity (call, email, meeting or other) against a candidate in CATS.

• Action
  Update Candidate

  Updates an existing candidate in CATS, including name, contact details, pay, availability and custom field values.

• Action
  Update Company

  Updates an existing company in CATS, including its name, owner, contact details, address and custom field values.

• Action
  Update Contact

  Updates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values.

• Action
  Update Pipeline

  Updates the rating of a candidate's pipeline record on a job in CATS.

• Trigger
  Contact updated (instant)

  Fires when a contact changes in Lexware Office. Event type: contact.changed.

• Trigger
  Invoice status changed (instant)

  Fires when an invoice's status changes in Lexware Office. Event type: invoice.status.changed.

• Trigger
  New article (instant)

  Fires when a new article is created in Lexware Office. Event type: article.created.

• Trigger
  New contact (instant)

  Fires when a new contact is created in Lexware Office. Event type: contact.created.

• Trigger
  New credit note (instant)

  Fires when a new credit note is created in Lexware Office. Event type: credit-note.created.

• Trigger
  New invoice (instant)

  Fires when a new invoice is created in Lexware Office. Event type: invoice.created.

• Trigger
  New order confirmation (instant)

  Fires when a new order confirmation is created in Lexware Office. Event type: order-confirmation.created.

• Trigger
  New quotation (instant)

  Fires when a new quotation is created in Lexware Office. Event type: quotation.created.

• Trigger
  New voucher (instant)

  Fires when a new bookkeeping voucher is created in Lexware Office. Event type: voucher.created.

• Trigger
  Payment changed (instant)

  Fires when the payment status of a sales voucher changes in Lexware Office. Event type: payment.changed.

• Action
  Create a contact

  Creates a contact in Lexware Office as a person or a company, with optional billing address, email, phone and note, and returns the new contact's ID.

• Action
  Create a credit note

  Creates a credit note in Lexware Office for an existing contact or a typed-in address, with your line items. Saves it as a draft unless you choose to finalize it.

• Action
  Create a delivery note

  Creates a delivery note in Lexware Office for an existing contact or a typed-in address, with your delivered line items. Saves it as a draft unless you choose to finalize it.

• Action
  Create a dunning

  Creates a dunning (payment reminder) in Lexware Office, normally chasing an unpaid invoice. Saves it as a draft unless you choose to finalize it.

• Action
  Create an article

  Creates a product or service article in Lexware Office with its unit, price and tax rate, and returns the new article's ID.

• Action
  Create an invoice

  Creates an invoice in Lexware Office for an existing contact or a typed-in address, with your line items and payment terms. Saves it as a draft unless you choose to finalize it.

• Action
  Create an order confirmation

  Creates an order confirmation in Lexware Office for an existing contact or a typed-in address, with your confirmed line items. Saves it as a draft unless you choose to finalize it.

• Action
  Create a quotation

  Creates a quotation in Lexware Office for an existing contact or a typed-in address, with your quoted line items and an expiry date. Saves it as a draft unless you choose to finalize it.

• Action
  Create a voucher

  Books a voucher (an incoming or outgoing document) into Lexware Office with its booking lines, and returns the new voucher's ID.

• Action
  Delete an article

  Deletes an article from Lexware Office by its ID.

• Action
  Download a credit note file

  Returns the PDF file ID and download URL for a finalized credit note in Lexware Office.

• Action
  Download a delivery note file

  Returns the PDF file ID and download URL for a finalized delivery note in Lexware Office.

• Action
  Download a dunning file

  Returns the PDF file ID and download URL for a finalized dunning in Lexware Office.

• Action
  Download a file

  Downloads the actual bytes of a file stored in Lexware Office by its file ID — for example the PDF that "Download an invoice file" reports. Returns the file so a later step can email, upload or attach it.

• Action
  Download an invoice file

  Returns the PDF file ID and download URL for a finalized invoice in Lexware Office.

• Action
  Download an order confirmation file

  Returns the PDF file ID and download URL for a finalized order confirmation in Lexware Office.

• Action
  Download a quotation file

  Returns the PDF file ID and download URL for a finalized quotation in Lexware Office.

• Action
  Find articles

  Searches the Lexware Office article list by article number, barcode or type, and returns the matching articles a page at a time.

• Action
  Find contacts

  Searches Lexware Office contacts by email, name, number or role, and returns the matching contacts a page at a time.

• Action
  Find voucher list

  Lists Lexware Office documents (invoices, credit notes, quotations and the rest) filtered by type, status, contact and date, a page at a time.

• Action
  Find vouchers

  Finds booked vouchers in Lexware Office by their document number and returns the full voucher records.

• Action
  Get a contact

  Returns one Lexware Office contact by its ID, with its roles, person or company details, addresses, emails and phone numbers.

• Action
  Get a credit note

  Returns one Lexware Office credit note by its ID, with its recipient, line items, totals and status.

• Action
  Get a delivery note

  Returns one Lexware Office delivery note by its ID, with its recipient, delivered lines and delivery date.

• Action
  Get a dunning

  Returns a single dunning (payment reminder) by its ID, including its addressee, line items, totals and PDF file reference.

• Action
  Get an article

  Returns a single article (product or service) by its ID, including its name, article number, unit and pricing.

• Action
  Get an invoice

  Returns a single invoice by its ID, including its addressee, line items, totals, payment terms and PDF file reference.

• Action
  Get an order confirmation

  Returns a single order confirmation by its ID, including its addressee, line items, totals and PDF file reference.

• Action
  Get a quotation

  Returns a single quotation by its ID, including its addressee, line items, totals, expiry date and PDF file reference.

• Action
  Get a voucher

  Returns a single bookkeeping voucher by its ID, including its type, contact, amounts, line items and attached files.

• Action
  Get payment information

  Returns the payment status of a voucher, such as an invoice: how much is still open, when it was paid, and the individual payments booked against it.

• Action
  Pursue to a credit note

  Creates a credit note that follows on from an existing invoice, linking the two in Lexware Office. Copies the invoice's recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to a delivery note

  Creates a delivery note that follows on from an existing order confirmation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to a dunning

  Creates a dunning (payment reminder) that follows on from an unpaid invoice, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to an invoice

  Creates an invoice that follows on from an existing order confirmation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to an order confirmation

  Creates an order confirmation that follows on from an existing quotation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Update a contact

  Updates an existing contact in Lexware Office. Reads the contact first and changes only the details you fill in, leaving everything else as it was.

• Action
  Update an article

  Updates an existing article in Lexware Office. Reads the article first and changes only the details you fill in, leaving everything else as it was.

• Action
  Update a voucher

  Updates an existing bookkeeping voucher in Lexware Office. Reads the voucher first and changes only the details you fill in, leaving everything else as it was.

• Action
  Upload Document for Bookkeeping Purposes

  Uploads a receipt or other document to Lexware Office for bookkeeping and returns its file ID, which you can attach to a voucher.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.