Create integrations between Kantata OX and Zoho CRM to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- New Message
Triggers when a new message is posted.
Try It - TitleRequired
- Creator RoleRequired
- Budgeted
- Description
- Currency
- Price
- Due Date
- Project Template
- ProjectRequired
- Assigned
- TitleRequired
- TypeRequired
- Description
- Due Date
- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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- New Story
Triggered whenever there is a new story (tasks, deliverables, milestones).
Try It - ProjectRequired
- MessageRequired
- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It - ModuleRequired
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