# Connect CATS and Orderry

When **Candidate Updated** fires in [CATS](https://apiant.ai/connections/cats), your agent runs **Add Order Comment** in [Orderry](https://apiant.ai/connections/orderry), or **Ad Campaigns** in Orderry to **Create a Contact** in CATS. Describe the whole flow and it is built, tested on every scenario and kept running.

CATS **14** triggers CATS **22** actions Orderry **6** triggers Orderry **29** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want CATS and Orderry to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What CATS and Orderry can do together

### From CATS to Orderry

- When **Candidate Updated** in CATS then **Add Order Comment** in Orderry
- When **Company Status Changed** in CATS then **Add Task Comment** in Orderry

### From Orderry to CATS

- When **Ad Campaigns** in Orderry then **Create a Contact** in CATS
- When **Clients List** in Orderry then **Create a Task** in CATS

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with CATS and Orderry

## Triggers and actions 20 triggers · 51 actions

- 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

**Ad Campaigns**

Triggers when a new ad campaign is added in Orderry.

- Trigger

**Clients List**

Triggers when a new client is added in Orderry.

- Trigger

**Employees List**

Triggers when a new employee is added to the Orderry account.

- Trigger

**Lead Types**

Triggers when a new lead type is added to your Orderry account.

- Trigger

**Locations**

Triggers when a new location (branch) is added to the Orderry account.

- Trigger

**Order Custom Fields**

Triggers when a new custom field is defined for orders in Orderry.

- Action

**Add Booking Item**

Adds a product or service line item to an existing booking.

- Action

**Add Order Comment**

Adds a comment to an order in Orderry, optionally marked as private.

- Action

**Add Task Comment**

Adds a comment to an existing task in Orderry, optionally marked as private.

- Action

**Changing Order Status**

Changes the status of an Orderry order, optionally with a comment explaining the change.

- Action

**Create a Client**

Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values.

- Action

**Create a Lead**

Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details.

- Action

**Create an Order**

Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee.

- Action

**Create an Order Item**

Adds a product or service line item to an existing Orderry order.

- Action

**Create an Order or Estimate**

Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values.

- Action

**Create a Payment**

Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale.

- Action

**Create Booking**

Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window.

- Action

**Create Product**

Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details.

- Action

**Create Service**

Creates a new service in your Orderry service catalog.

- Action

**Create Task**

Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice.

- Action

**Create Update_booking**

Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

- Action

**Find Service**

Finds catalog services by name, barcode or category and returns the matching services.

- Action

**Get Assets**

Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner.

- Action

**Get Client by ID**

Returns a single client record, including its contact details and custom field values, by its ID.

- Action

**Get Estimate**

Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included.

- Action

**Get Estimate by Id**

Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included.

- Action

**Get Lead**

Returns a single lead by its ID, including contact details, status and custom field values.

- Action

**Get Orders**

Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges.

- Action

**Get Task**

Returns a single task by its ID.

- Action

**Search for Clients**

Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records.

- Action

**Update an Order Item**

Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee.

- Action

**Update an Order or Estimate**

Updates an existing order estimate in Orderry, changing only the fields you fill in.

- Action

**Update_booking_item**

Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking.

- Action

**Update Client**

Updates an existing client (person) in Orderry. Only the fields you fill in are changed.

- Action

**Update Product**

Updates an existing product in the Orderry catalog. Only the fields you fill in are changed.

## Each app on its own

- [ **CATS** CATS is an applicant tracking system. Manage the entire tracking process from posting jobs to leading job...](https://apiant.ai/connections/cats)
- [ **Orderry** Orderry is a work order management system to process repair and service jobs online, from estimation to...](https://apiant.ai/connections/orderry)

Reviews

## What our customers say

## More from CATS

- [ **CATS to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cats-to-hubspot)
- [ **CATS to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cats-to-salesforce)
- [ **CATS to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cats-to-slack)
- [ **CATS to Google Sheets** Google Sheets](https://apiant.ai/connect/cats-to-google-sheets)
- [ **CATS to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cats-to-gmail)
- [ **CATS to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cats-to-google-calendar)

## More into Orderry

- [ **HubSpot to Orderry** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-orderry)
- [ **Google Sheets to Orderry** Google Sheets](https://apiant.ai/connect/google-sheets-to-orderry)
- [ **Gmail to Orderry** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-orderry)
- [ **Google Calendar to Orderry** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-orderry)
- [ **Google Drive to Orderry** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-orderry)
- [ **Mailchimp to Orderry** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-orderry)

Questions

## CATS and Orderry, answered

###

### What can start an automation from CATS?

Any of CATS's 14 triggers in the catalog, including Candidate Updated, Company Status Changed, Company Updated and Contact Status Changed. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Orderry when something happens in CATS?

Any of Orderry's 29 actions, including Create a Client, Create a Lead, Create an Order and Create an Order Item. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Orderry to CATS?

Yes. When something happens in Orderry, your agent can act in CATS too. This page covers both directions: Orderry's triggers and CATS's actions are listed here as well.

###

### Do I have to build a connector for CATS or Orderry?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
