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How Zapier works
Zapier makes it easy to integrate Kantata OX with OneDrive - 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 "Copy File or Folder" in OneDrive.
You’re connected!
Zapier seamlessly connects Kantata OX and OneDrive, 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- Folder
- Include Shared Files
Try ItTriggerPolling
- New Story
Triggered whenever there is a new story (tasks, deliverables, milestones).
Try ItTriggerPolling - ProjectRequired
- MessageRequired
ActionWrite- Folder
- Include Shared Files
Try ItTriggerPolling- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
ActionWrite
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Frequently Asked Questions about Kantata OX + OneDrive 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 OneDrive
How do I begin integrating Kantata OX with OneDrive?
To start integrating Kantata OX with OneDrive, you'll need accounts on both platforms and access to Zapier. Once logged in, navigate to the 'Create Zap' button on Zapier and select Kantata OX as your trigger app. From there, follow the prompts to connect your OneDrive account.
What triggers are available for use when integrating Kantata OX with OneDrive?
We offer several triggers for this integration, such as when a new project is created in Kantata OX or when a task is updated. These can automatically initiate actions within OneDrive like creating a new folder or organizing documents related to the project.
Which actions can be automated in OneDrive through this integration?
You can automate various actions such as creating new folders, updating file details, and uploading files based on certain triggers from Kantata OX.
Is it possible to customize which files get uploaded to OneDrive?
Yes, our integration allows customization so you can specify conditions under which files are uploaded. For instance, you could configure it to upload only finalized documents from Kantata OX.
Can I sync task updates from Kantata OX directly into OneDrive files?
While direct syncing of task updates into files isn't possible, you can create workflows that reflect task updates by modifying file names or details in OneDrive based on changes in Kantata OX.
How often does the synchronization occur between the two platforms?
The synchronization frequency depends on the trigger setup. Typically, actions in OneDrive are executed shortly after a triggering event occurs in Kantata OX.
Do I need any technical skills to set up this integration?
No technical skills are required. We guide you through each step of connecting your accounts and setting up triggers and actions using an intuitive interface.