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Create integrations between Kantata OX and FacturaDirecta to automate any workflow

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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

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Kantata OX and FacturaDirecta 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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An illustration representing how to automate lead management with Zapier.

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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).

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • MessageRequired

    Action
    Write
    • CompanyRequired

    • Type

    Trigger
    Instant
    Try It
    • CompanyRequired

    • Customer ID

    • Find Customer By Email

    • Find Customer By FiscalId

    • Customer Name

    • Customer Surname

    • Customer Email

    • Customer Phone

    • Customer Fiscal Id

    • Is final customer

    • Customer Address

    • Customer City

    • Customer Region

    • Customer Zip Code

    • Customer Country

    • External ID

    • Create as draft

    • Series

    • Created Date

    • Due Date

    • Visible notes

    • Internal notes

    • Tags

    • PDF Template

    • Currency

    • Line Total Decimals

    • Invoice total

    • Taxes Included

    • Auto calculate taxes

    • Mark as paid

    • Bank

    • Payment method

    • Send document

    • Include facturae

    • Generate PDF

    • Generate Facturae

    • Product SKU

    • Description

    • Quantity

    • Unit Price

    • Amount

    • Tax Codes

    • Tax Name

    • Tax Rate

    • Discount Rate

    • Tax amount

    • Shipping Item

    • Shipping Amount

    • Shipping Description

    • Shipping Tax Codes

    • Shipping Tax Name

    • Shipping Tax Rate. (Ex: 0.21)

    • Shipping Discount Rate. (Ex: 0.05)

    • Shipping Tax Amount

    • Rates Base 100

    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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