Kantata OX + Paperless Forms
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.
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 Project
Creates a new project.
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Form Name
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
