Connect CATS and Pennylane

Both apps 75CATS 36Pennylane 39

• 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
  New Billing Subscription V2

  Triggers when a new billing subscription is created in Pennylane.

• Trigger
  New Customer Invoice V2

  Triggers when a new customer invoice or credit note is created in Pennylane.

• Trigger
  New Customer V2

  Triggers when a new customer (company or individual) is created in Pennylane.

• Trigger
  New Product V2

  Triggers when a new product is created in Pennylane.

• Trigger
  New Quote V2

  Triggers when a new quote is created in Pennylane.

• Action
  Add supplier

  Creates a supplier in Pennylane and returns the new supplier record.

• Action
  Create Company Customer V2

  Creates a company customer in Pennylane with its billing address, contact and invoicing details, and returns the new customer.

• Action
  Create Customer Invoice V2

  Creates a draft or finalized customer invoice (or credit note) in Pennylane for an existing customer.

• Action
  Create Individual Customer V2

  Creates an individual (person) customer in Pennylane with their name, billing address and invoicing preferences.

• Action
  Create Product V2

  Creates a product in Pennylane with its label, price before tax and VAT rate, and returns the created product.

• Action
  Create Quote V2

  Creates a quote for a customer in Pennylane, with its line items, dates and optional discount.

• Action
  Finalize customer invoice

  Finalizes a draft customer invoice or credit note in Pennylane, assigning its number and locking it from further edits.

• Action
  Get Billing Subscription V2

  Returns one billing subscription, including its schedule, status, customer and invoice settings.

• Action
  Get supplier

  Returns a single supplier from Pennylane by its id, including contact, address, payment terms and ledger account.

• Action
  Get supplier invoice

  Returns a single supplier invoice from Pennylane by its ID, including amounts, dates, supplier, and payment status.

• Action
  Get transaction

  Returns a single bank transaction by its id, including amount, currency, date, bank account, categories and linked customer or supplier.

• Action
  List bank accounts

  Returns the company's bank accounts with their currency, balance, journal and ledger account.

• Action
  List billing subscriptions

  Returns the billing subscriptions in the Pennylane company, optionally filtered by status, customer or start date.

• Action
  List categories

  Returns the analytical categories defined in the Pennylane company, optionally filtered by group, label or code.

• Action
  List customer invoices

  Returns customer invoices and credit notes, optionally filtered and sorted.

• Action
  List customers

  Returns a list of company and individual customers in Pennylane, optionally filtered and sorted.

• Action
  List ledger accounts

  Returns the company's ledger accounts (chart of accounts), up to 1000 per call, optionally filtered by number, id or enabled status.

• Action
  List ledger entries

  Returns the ledger entries of your Pennylane company, optionally filtered by id, date or journal and sorted by id or date.

• Action
  List products

  Returns the products in the Pennylane company, optionally filtered by label, reference or id.

• Action
  List quotes

  Returns the quotes in your Pennylane company, optionally filtered by customer or status.

• Action
  List supplier invoices

  Returns the supplier invoices in your Pennylane company, optionally filtered and sorted.

• Action
  List suppliers

  Returns the suppliers in your Pennylane company, optionally filtered and sorted.

• Action
  List transactions

  Returns the bank transactions in your Pennylane company, optionally filtered by bank account, journal, date or id.

• Action
  Retrieve Customer V2

  Returns one customer (company or individual) by its Pennylane id, including contact details, addresses and billing settings.

• Action
  Retrieve Invoice V2

  Returns one customer invoice or credit note, including its amounts, status, customer and links to its lines and payments.

• Action
  Retrieve Product V2

  Returns one Pennylane product by its id, including price, VAT rate, unit, ledger account and custom field values.

• Action
  Retrieve Quote V2

  Returns a single quote by its ID, including amounts, status, customer and dates.

• Action
  Update Billing Subscription V2

  Updates a billing subscription in Pennylane: stop or resume it, change its invoicing mode, payment terms, schedule, customer or invoice content.

• Action
  Update Company Customer V2

  Updates an existing company customer in Pennylane and returns the updated customer.

• Action
  Update customer invoice

  Updates a customer invoice in Pennylane. Draft invoices accept all fields; finalized invoices accept only label, external reference, transaction reference, invoice line imputation/performance dates and installments.

• Action
  Update Individual Customer V2

  Updates an individual (person) customer in Pennylane and returns the updated customer.

• Action
  Update Product V2

  Updates an existing product in Pennylane, such as its label, price, VAT rate or custom fields.

• Action
  Update Quote V2

  Updates an existing quote in Pennylane — its dates, customer, texts, discount, language and invoice lines — and returns the updated quote.

• Action
  Update supplier

  Updates an existing supplier in Pennylane and returns the updated supplier.

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