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How Zapier works

Zapier makes it easy to integrate Kantata OX with Moneybird - no code necessary. See how you can get setup in minutes.

Select a trigger from Kantata OX

A trigger is an event that starts your Zap and runs the workflow. For example, with Kantata OX, a trigger could be "New Message."
A trigger is the event that kicks off your automated workflow.

Setup an action from Moneybird

An action is what takes place after the automation is triggered. For example, with Moneybird, the action could be "Add Attachment to New Document."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Kantata OX to Moneybird

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Kantata OX to Moneybird integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Kantata OX and Moneybird to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Kantata OX triggers, actions, and search
    New Message

    Triggers when a new message is posted.

    Trigger
    Polling
    Try It
    • 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
  • Moneybird triggers, actions, and search
    New Quote

    Triggers when a new quote is created.

    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
  • Moneybird triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • Moneybird triggers, actions, and search
    New Sales Invoice

    Triggers when a new sales invoice is created.

    Trigger
    Instant
    Try It
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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.
Related categories
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moneybird logo
moneybird logo
About Moneybird
Moneybird provides cloud accounting for SME's in Holland.
Learn moreLearn more
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Accounting

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