Connect CATS and Plutio

Both apps 57CATS 36Plutio 21

• 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 Block

  Triggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice.

• Trigger
  New Task

  Triggers when a new task is created in your Plutio workspace.

• Trigger
  New Task Board

  Triggers when a new task board is created in your Plutio workspace.

• Trigger
  New Task Group

  Triggers when a new task group is created in Plutio.

• Action
  Create a Task

  Creates a task on a project's task board in Plutio and returns the new task.

• Action
  Create Block

  Creates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block.

• Action
  Create Invoice

  Creates a draft invoice in Plutio for a client person or company. Line items are added separately.

• Action
  Create Person

  Creates a new person (client, lead or team member) in your Plutio workspace and returns the created record.

• Action
  Create Project

  Creates a new project in your Plutio workspace, optionally linked to a client. Plutio gives it a default status and a first task board.

• Action
  Create Task Board

  Creates a new task board in Plutio, optionally inside a project.

• Action
  Create Task Group

  Creates a new task group (a column or section) on a Plutio task board and returns the created group.

• Action
  Delete Block

  Permanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice.

• Action
  Delete Invoice

  Permanently deletes an invoice from your Plutio workspace.

• Action
  Find Person

  Finds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches.

• Action
  Get Task

  Returns a single task by its id, including its custom field values.

• Action
  Move a Task

  Moves a task to a different task group, task board or project.

• Action
  Retrieve Block/Blocks

  Returns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice.

• Action
  Retrieve Person/People

  Returns one person by id, or a list of people in your Plutio workspace filtered by role, status or an advanced query.

• Action
  Update a Task

  Updates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same.

• Action
  Update Invoice

  Updates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are.

• Action
  Update Person

  Updates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed.

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