Catalytic can be triggered to automatically start processes when new accounts, cases, leads or opportunities are added, or if there are changes to pre-existing deals. Additionally, Catalytic can look up, modify and create leads and accounts.

Actions

  • Look up an account
  • Look up a user
  • Update a case
  • Update a lead
  • Update an account
  • Create a contact

Triggers

  • Start process when a new account is created
  • Start process when a new case is created
  • Start process when a new lead is created
  • Start process when a new opportunity is created
  • Start process when an opportunity moves to a new stage

Use cases

  • Manage follow-ups and handoffs across sales process
  • Look up an order in Netsuite and update Salesforce record accordingly
  • Update the owner of a record
  • Use a webform as a signup or registration form to create a contact in Salesforce
  • Work in test sandboxes and custom domains