Create integrations between Kantata OX and Dubsado to automate any workflow
How Zapier works
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.
Connect your tools and unlock the power of automation
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.
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.
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
New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Try It
New Story
Triggered whenever there is a new story (tasks, deliverables, milestones).
Try ItProjectRequired
MessageRequired
Contract Signed
Triggers when a client submits a signed contract.
Try ItNew Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Try It