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How Zapier works
Zapier makes it easy to integrate Kantata OX with ClickTime - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message" from Kantata OX.
Add your action
An action happens after the trigger—such as "Create Client" in ClickTime.
You’re connected!
Zapier seamlessly connects Kantata OX and ClickTime, automating your workflow.
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 ItTriggerPolling - TitleRequired
- Creator RoleRequired
- Budgeted
- Description
- Currency
- Price
- Due Date
- Project Template
ActionWrite- ProjectRequired
- Assigned
- TitleRequired
- TypeRequired
- Description
- Due Date
ActionWrite- Division NameRequired
- Active
- Notes
- Accounting Package ID
ActionWrite
- New Story
Triggered whenever there is a new story (tasks, deliverables, milestones).
Try ItTriggerPolling - ProjectRequired
- MessageRequired
ActionWrite- Client NameRequired
- Client Short NameRequired
- Active
- Notes
- Client Number
ActionWrite- Job NameRequired
- Job NumberRequired
- Client IDRequired
- Accounting Package ID
- Active
- Billable
- Notes
- Project Manager User ID
ActionWrite
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