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Set up your first integration
Quickly connect Kantata OX to Microsoft Office 365 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Kantata OX with Microsoft Office 365 - 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 Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects Kantata OX and Microsoft Office 365, 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- Parent FolderRequired
- Child Folder
Try ItTriggerPolling
- New Story
Triggered whenever there is a new story (tasks, deliverables, milestones).
Try ItTriggerPolling - ProjectRequired
- MessageRequired
ActionWrite- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling
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Frequently Asked Questions about Kantata OX + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Kantata OX and Microsoft Office 365
How do I connect Kantata OX to Microsoft Office 365?
To connect Kantata OX with Microsoft Office 365, navigate to the integrations settings in your Kantata OX account. From there, you can authenticate and enable Microsoft Office 365 as an integration by following the on-screen instructions. This typically involves logging into your Microsoft account and granting permissions for data access.
Can Kantata OX automatically create calendar events in Office 365?
Yes, through our integration with Office 365, you can set up triggers that allow Kantata OX to automatically create calendar events whenever a task is assigned or a project reaches a specific milestone. This ensures that your calendars remain up-to-date without manual input.
What happens when an email is received in Microsoft Outlook? How does it integrate with Kantata OX?
When an email is received in Microsoft Outlook, you can configure triggers that might, for example, create a new task in Kantata OX or update a project status. This helps streamline communication and ensures relevant emails are directly translated into actionable items within our platform.
Is it possible for updates in Kantata OX projects to send notifications through Teams or Outlook?
Yes, you can configure actions where updates within Kantata OX projects trigger notifications to be sent through Microsoft Teams or Outlook. This keeps all team members informed about progress and changes without leaving their preferred communication tools.
Are there any limitations when using the integration between Kantata OX and Office 365?
While most features work seamlessly, there may be some limitations based on Microsoft’s API restrictions or particular use cases not supported directly by either platform's integration capabilities. We recommend reviewing our integration documentation for any such constraints that might affect your setup.
Can tasks from Kanata OX be synced with To-Do lists in Office 365?
Yes, tasks created in Kantata OX can be synced with your To-Do lists on Office 365 using specific actions configured within the integration settings. Ensure proper authentication and permissions are set for smooth synchronization of task data.
How frequently does data sync between Kantata OX and Microsoft Office 365?
The frequency of data syncing between Kantata OX and Office 365 depends on the specific triggers or actions configured within the integration. Generally, updates are processed in near-real time but may vary based on network conditions and server responsiveness.