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Interact + Kantata OX

Interact + Kantata OX

Interact + Kantata OX integrations

Create Kantata OX projects from new Interact leads for efficient organization

Easily manage your leads and projects with this efficient workflow between Interact and Kantata OX. When a new lead is captured in Interact, a project will be created in Kantata OX, streamlining your process and ensuring a seamless transition from lead acquisition to project management. This automation saves you time and helps you stay organized, allowing you to focus on delivering quality work to your clients.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is collected from quiz.
  2. automatically do this!
    Create Project
    Create Project
    Create ProjectCreates a new project.
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More things you can do with Interact and Kantata OX

Discover other triggers and actions you can use with Interact and Kantata OX

    • Quiz
      Required
    Trigger
    Instant
    Try It
  • Kantata OX triggers, actions, and search
    New Story

    Triggered whenever there is a new story (tasks, deliverables, milestones).

    Trigger
    Polling
    Try It
    • Project
      Required
    • Message
      Required
    Action
    Write
    • Title
      Required
    • Creator Role
      Required
    • Budgeted
    • Description
    • Currency
    • Price
    • Due Date
    • Project Template
    Action
    Write
    • Project
      Required
    • Assigned
    • Title
      Required
    • Type
      Required
    • Description
    • Due Date
    Action
    Write
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About Interact
Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
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kantataox logo
About Kantata OX
Kantata OX project collaboration suite allows you to manage your business relationships, share files, and track project activity online from anywhere in the world. Within a project workspace in Kantata, you can agree on budget & schedule, track time, send invoices, get paid via PayPal, and complete work.
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