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
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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

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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).

    Try It
    • Project
    • Message

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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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