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Connect Kantata OX to Salesforce and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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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 Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

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

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

Connect Kantata OX and Salesforce 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.

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Connect Kantata OX and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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 Story

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

    Trigger
    Scheduled
    Try It
    • Project
      Required
    • Message
      Required
    Action
    Write

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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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    About Salesforce
    Salesforce is a leading enterprise customer relationship manager (CRM) application.
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  • Zapier Interfaces
  • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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