Connect Kantata OX and Looping by Zapier to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Kantata OX with Looping by Zapier - no code necessary. See how you can get setup in minutes.
Select a trigger from Kantata OX
A trigger is an event that starts your Zap and runs the workflow. For example, with Kantata OX, a trigger could be "New Message."
Setup an action from Looping by Zapier
An action is what takes place after the automation is triggered. For example, with Looping by Zapier, the action could be "Create Loop From Line Items."
That’s it! You just connected Kantata OX to Looping by Zapier
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Connect Kantata OX and Looping by Zapier to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
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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 It - TitleRequired
- Creator RoleRequired
- Budgeted
- Description
- Currency
- Price
- Due Date
- Project Template
- ProjectRequired
- Assigned
- TitleRequired
- TypeRequired
- Description
- Due Date
- Help Warning
- Loop iteration counter start
- Loop iteration counter end
- Loop iteration counter increment amount
- Maximum number of Loop iterations
- New Story
Triggered whenever there is a new story (tasks, deliverables, milestones).
Try It - ProjectRequired
- MessageRequired
- Help Warning
- Values to LoopRequired
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
- Help Warning
- Values to LoopRequired
- Text Delimiter
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
Learn how to automate Kantata OX on the Zapier blog
Learn how to automate Looping by Zapier on the Zapier blog
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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