Paperless Forms

Zapier Forms is an automated way to collect data and integrate your form with workflows that can connect to 8,000+ apps.

Zapier Forms

Your role in the new workspace, either maven (consultant role) or buyer (client role).

Whether or not the new workspace should have budget features; defaults to true for Mavenlink Pro users and false for Free users.

The currency code for the new workspace; it defaults to USD.

The starting budget of the new workspace, in the workspace's base currency, e.g. dollars, if the workspace is budgeted.

The due date for the new workspace; format is YYYY-MM-DD.

The ID of any project template you have created or is being shared with you.

Choose the project you'd like to post to.

Assign the story to someone in the workspace.

Set whether this will be a task, deliverable or milestone.

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.

Reimagine your project workflows by integrating Kantata OX modern project management software with Zapier. Using Kantata OX and Zapier, you can automatically share real-time data and information with the apps you use every day to complete more projects on time and under budget. Better assess your resources, make more data-driven decisions, and accelerate delivery of your projects with Kantata OX and Zapier.

Kantata OX

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.

Teamwork

Trigger is cloud software for project management, collaboration, and time tracking. Closely integrated with Xero, you can import your customers, accounts and tracking categories, then send invoices. Task titles become line-items, timesheets become invoices - our workflow is coherent, and saves you time.

Trigger

ActiveCollab is a powerful yet simple workspace for task, project, team, client and billing management – built for growing service businesses.

ActiveCollab

The simple and easy way to manage your projects. Spend less time learning a project management system, and more time being productive.

Manage your projects online, track time, set deadlines, stay on budget, share files, be productive!

Project Bubble

Avaza is a versatile software for client-focused businesses. It offers project management, timesheets, expenses, quotes, and invoicing.

Avaza

Here are some creative ways to use Kantata OX with Zapier:

 Turn customer feedback into actionable tasks. Zapier can create a Task, Deliverable, or Milestone in a Kantata OX project whenever there's a new ticket in Freshdesk.

 Keep all cross-functional teams on the same page. Whenever a team member sends a message in Slack, Zapier can add it to Mavenlink as a post.

 Make sure your projects are prioritized on everyone's to-do lists. Zapier can add new Todoist tasks from new Kantata OX stories.

Effortlessly streamline your project management process with this workflow that connects Paperless Forms and Kantata OX. Whenever a new entry is submitted in Paperless Forms, a corresponding project will be created in Kantata OX, saving you time and reducing the chances of manual errors. It's an easy way to ensure that new projects are instantly set up and ready for your team to start working on.

Kantata OX + Paperless Forms

Create Kantata OX projects from new Paperless Forms entries seamlessly

Supported triggers and actions

New Entry (Rest)

New Story

Create Post

New Message

Create Project

Create New Story

About Kantata OX

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