Interact + Kantata OX
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.
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.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Project
Creates a new project.
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QuizRequired
Try ItNew Story
Triggered whenever there is a new story (tasks, deliverables, milestones).
Try ItProjectRequired
MessageRequired
New Message
Triggers when a new message is posted.
Try ItTitleRequired
Creator RoleRequired
Budgeted
Description
Currency
Price
Due Date
Project Template
ProjectRequired
Assigned
TitleRequired
TypeRequired
Description
Due Date
