Kantata OX + Paperless Forms integrations
Create Kantata OX projects from new Paperless Forms entries seamlessly
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.
- When this happens...New Entry (Rest)Triggers when a new entry is submitted.
- automatically do this!Create ProjectCreates a new project.
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More things you can do with Paperless Forms and Kantata OX
Discover other triggers and actions you can use with Paperless Forms and Kantata OX
- Form Name
Try ItTriggerInstant- New Story
Triggered whenever there is a new story (tasks, deliverables, milestones).
Try ItTriggerPolling - ProjectRequired
- MessageRequired
ActionWrite
- New Message
Triggers when a new message is posted.
Try ItTriggerPolling - TitleRequired
- Creator RoleRequired
- Budgeted
- Description
- Currency
- Price
- Due Date
- Project Template
ActionWrite- ProjectRequired
- Assigned
- TitleRequired
- TypeRequired
- Description
- Due Date
ActionWrite
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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