Kantata OX + Smartsheet

Create new Smartsheet workspaces from new messages in Kantata OX

Keep your workflow moving with this integrated solution that connects Kantata OX and Smartsheet. Whenever a new message arrives in your Kantata OX app, a workspace is promptly set up in Smartsheet. Perfect for anyone looking to efficiently manage communication and project planning, this seamless automation saves you the time, effort, and potential miscommunication of manually setting up your project spaces.

When this happens...
New Message
Triggers when a new message is posted.
TriggerPolling
automatically do this!
Create Workspace
Creates a Workspace.
ActionWrite

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Supported triggers and actions

New Message
Triggers when a new message is posted.
Trigger
Polling
Try It
- TitleRequired
- Creator RoleRequired
- Budgeted
- Description
- Currency
- Price
- Due Date
- Project Template
Action
Write
- ProjectRequired
- Assigned
- TitleRequired
- TypeRequired
- Description
- Due Date
Action
Write
- Choose a SheetRequired
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It

Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
Try It
- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write

- Choose a SheetRequired
- Add Row to Top or Bottom
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- SheetRequired
- ColumnRequired
- Parent Row
Action
Write
- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Row IDRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet IDRequired
- QueryRequired
Action
Search

New Story
Triggered whenever there is a new story (tasks, deliverables, milestones).
Trigger
Polling
Try It
- ProjectRequired
- MessageRequired
Action
Write
Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It
- Select a ReportRequired
Trigger
Polling
Try It
- Workspace NameRequired
Action
Write
- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
Action
Write
- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
Action
Write
- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet IDRequired
- Row IDRequired
Action
Search

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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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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Spreadsheets

Kantata OX + Smartsheet

Create new Smartsheet workspaces from new messages in Kantata OX

New Message

Create Project

Create New Story

New Attachment

New Row

Updated Row

Add Attachment to Row

Add Row to Sheet

Copy Row

Export Column

Create Sheet From Existing Sheet

Update Row

Send Sheet

Share Workspace

Find sheet Row (Legacy)

Find Sheet Row

New Story

Create Post

Get Reports

New Comment

New or Updated Report Row

Create Workspace

Add Discussion to Row

Copy Folder

Copy Workspace

Move Row

Create Sheet From Template

Send Row

Share Sheet

API Request (Beta)

Find Attachment

About Kantata OX

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