Create integrations between Visual Visitor and Kantata OX 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 Visitor Notification With Company Data Only
Triggers when a new visitor notification is created for a visitor with only company information.
Try ItNew Visitor Notification With Company and Contact Data
Triggers when a new visitor notification is created for a visitor with both company and contact data.
Try ItNew Story
Triggered whenever there is a new story (tasks, deliverables, milestones).
Try ItProjectRequired
MessageRequired
New Visitor Notification for a Tagged Visitor
Triggers when a new visitor notification is created for a visitor that has been previously tagged from an email campaign or form capture.
Try ItNew 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