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Kantata OX + Quickbase

Create new Quickbase records from new Kantata OX messages

Streamline your workflow with this efficient automation that links Kantata OX and Quickbase. Whenever a new message appears in your Kantata OX, this saves the details into Quickbase as a new record. It's a perfect solution for those looking to spend less time manually transferring data and more time focusing on the tasks that demand their attention.

Streamline your workflow with this efficient automation that links Kantata OX and Quickbase. Whenever a new message appears in your Kantata OX, this saves the details into Quickbase as a new record. It's a perfect solution for those looking to spend less time manually transferring data and more time focusing on the tasks that demand their attention.

  1. When this happens...
    Kantata OXKantata OX
    New Message

    Triggers when a new message is posted.

    TriggerScheduled
  2. automatically do this!
    QuickbaseQuickbase
    Create Record

    Creates a new record in a Quick Base table.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Kantata OX triggers, actions, and search

    New Message

    Triggers when a new message is posted.

    Trigger
    Scheduled
    Try It
    • TitleRequired

    • Creator RoleRequired

    • Budgeted

    • Description

    • Currency

    • Price

    • Due Date

    • Project Template

    Action
    Write
    • ProjectRequired

    • Assigned

    • TitleRequired

    • TypeRequired

    • Description

    • Due Date

    Action
    Write
    • ApplicationRequired

    • TableRequired

    Action
    Write
  • Kantata OX triggers, actions, and search

    New Story

    Triggered whenever there is a new story (tasks, deliverables, milestones).

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • MessageRequired

    Action
    Write
    • ApplicationRequired

    • TableRequired

    • Criteria Field

    • Criteria Operator

    • Criteria Value

    Trigger
    Scheduled
    Try It
    • ApplicationRequired

    • TableRequired

    Action
    Write
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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.
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Related categories

  • Project Management

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