Integration
Azure Active Directory
About Azure Active Directory
Azure Active Directory is a cloud-based directory and identity management...
Discover what you can do with Catalytic
We know. You have so many ideas and dreams, it's hard to know where to start. That's why we've assembled a few different solutions to get you started!
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Integration
Box
About Box
Box is a cloud platform that enables secure file sharing between team...
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Integration
Coupa
About Coupa
Coupa is a spend management platform that brings the consumer e-commerce shopping...
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Integration
DocuSign
About DocuSign
DocuSign is an electronic signature service for digitally managing the collection of...
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Integration
Dropbox
About Dropbox
Dropbox is a cloud-based platform that provides a secure place for team...
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Integration
GitHub
About GitHub
GitHub is a development tool used to host and review code, manage...
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Integration
Google Drive
About Google Drive
Google Drive is a cloud platform that provides a way to...
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Integration
Google Sheets
About Google Sheets
Google Sheets allow you to create, edit and collaborate on spreadsheets...
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Integration
Jira
About Jira
Jira is a development tool used to track projects and issues through...
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Integration
Microsoft Dynamics
About Microsoft Dynamics
Microsoft Dynamics is a line of enterprise resource planning and customer...
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Integration
Microsoft Outlook
About Microsoft Outlook
Microsoft Outlook is an email application which can also also be...
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Integration
Microsoft SharePoint
About Microsoft SharePoint
SharePoint is a web-based platform used for document management and storage.
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Integration
Netsuite
About Netsuite
Netsuite is a suite of cloud software used to manage a business’s...
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Integration
Oracle Sales Cloud
About Oracle Sales Cloud
Oracle Sales Cloud is a cloud CRM that allows you...
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Integration
Salesforce
About Salesforce
Salesforce is the #1 ranked cloud-based CRM platform that allows you to...
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Integration
Slack
About Slack
Slack is an application used for communication in small and large teams.
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Integration
Stripe
About Stripe
Stripe provides a set of unified APIs and tools that enable businesses...
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Integration
Workday
About Workday
Workday is a suite of cloud software used to manage a business’s...
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Integration
Zendesk
About Zendesk
Zendesk keeps all of your client information in one place and ensures...
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Template
Business Continuity Plan Activation
With a few pieces of information, Catalytic will send out SMS messages and emails to...
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Template
Candidate Interviewing
Starting with the initial candidate phone screen and ending with a final decision on whether...
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Template
Contract Creation & Signature
Workflow for populating a MS Word doc with data from a webform, converting to PDF,...
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Template
Copy a Process Template
Tool to create a copy of any Process Template within your Catalytic team.
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Template
Customer Information Updates
Catalytic collects new contact or account information for customers and automatically keeps it updated across...
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Template
Customer Service Sentiment-based Ticket Routing
Catalytic detects the emotion of a customer request and uses that to route the request...
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Template
Employee Offboarding
Catalytic will guide you through the various steps to ensure a smooth offboarding process: creating...
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Template
Employee Onboarding
Starting with the execution of the employment offer letter and ending on the first day...
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Template
Employee Performance Reviews
On a regularly scheduled basis, Catalytic will send out 360 performance review forms, compile results,...
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Template
Employee Vacation Approval
An employee sends a vacation request via webform. Catalytic sends the request to HR to...
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Template
GitHub Bug Triage
Obtain all necessary information to identify the appropriate repo, automatically add labels and submit the...
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Template
Habit Maker
Receive periodic reminders through Catalytic to help build a new habit.
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Template
Insurance Claims
Catalytic will search for any public information online related to the claimant’s email account (ex....
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Template
Investment Deal Flow
A company can apply for an investment opportunity through your website and the application will...
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Template
Invoice Approval
An invoice will be sent for approval, sent to processing (if approved) and the customer...
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Template
Job Requisition Approval
A request is sent through Catalytic to the department head for approval. If denied, the...
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Template
Keyword-based Automatic Routing
Catalytic will read incoming communications, scan for specific keywords and trigger a targeted, automated response...
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Template
Lead Qualification
Catalytic will create a new opportunity in Salesforce, perform an in-depth lookup of the contact...
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Template
Legal Contract Review
Catalytic will seamlessly guide you through the legal review process for a variety of contract...
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Template
Medical Billing
Catalytic will process the incoming insurance reports and manage the patient invoicing.
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Template
Meeting Coordination
Catalytic will coordinate the preparation, agenda, action items and attendee feedback following a meeting or...
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Template
Microsoft Excel File Merge
Workflow to extract data from multiple MS Excel files in various formats and consolidate to...
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Template
Month-end Financial Analysis
For static or dynamic thresholds within month-end reporting, Catalytic can review your financial reports to...
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Template
Notification of Open Items in Salesforce
On a regularly scheduled basis, Catalytic will pull a report from Salesforce on open items...
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Template
Project Management
By providing basic information on your project, Catalytic will serve as project manager: guiding team...
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Template
Provide System Access
Ensures new users get access to all the right systems in the right order before...
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Template
Quarterly Financial Reporting
Catalytic will pull data from relevant systems, compile it in a spreadsheet and send to...
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Template
Quarterly Reporting
Catalytic will pull information from your key systems and spreadsheets, compile it into a report...
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Template
Sales Handoffs
Catalytic automates and standardizes the hand-off process between sales and account executives and customer service...
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Template
Update Certificates
Scheduled triggers to follow up on and execute many of the steps to renew software...
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Template
Vendor Scorecard Management
Catalytic will automate your entire vendor performance review process, from sending the scorecards to capturing...
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Template
Webform Request – Analysis & Approval
Catalytic will review the request to determine the emotion and language of the requestor and...