Connect OnePageCRM to Kantata OX and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from OnePageCRM

A trigger is an event that starts your Zap and runs the workflow. For example, with OnePageCRM, a trigger could be "Closed Sales Cycle."

A trigger is the event that kicks off your automated workflow.

Setup an action from Kantata OX

An action is what takes place after the automation is triggered. For example, with Kantata OX, the action could be "Create Project."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected OnePageCRM to Kantata OX

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Triggers and actions are the main components of every automated workflow.

Connect OnePageCRM and Kantata OX 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.

An illustration representing how to automate lead management with Zapier.

Connect OnePageCRM and Kantata OX to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Contact ID
Trigger
Scheduled
Try It
- Filter by Type
Trigger
Instant
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Scheduled
Try It
- Contact ID
Trigger
Scheduled
Try It
- Deal Status
- Filter by Deal Name
- Custom Filter ID
- Filter by Tag
Trigger
Scheduled
Try It

- Contact ID
- Text
  Required
- Deal Status
Action
Write
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Filter by Contact Status
- Tag
- Filter by Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Write

- Contact ID
- Text
  Required
Action
Write
- Deal ID
  Required
- Filter by Deal Name
- Pipeline ID
- Owner
- Text
  Required
- Deal Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Search Phrase
- Deal ID
  Required
Action
Search
- Search Phrase
- Contact ID
- Include My Team Contacts
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Filter by Contact Status
- Tag
- Filter by Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Search or write
New Message
Triggers when a new message is posted.
Trigger
Scheduled
Try It
- Title
  Required
- Creator Role
  Required
- Budgeted
- Description
- Currency
- Price
- Due Date
- Project Template
Action
Write
- Project
  Required
- Assigned
- Title
  Required
- Type
  Required
- Description
- Due Date
Action
Write

Completed Next Action
Triggers when a next action is completed.
Trigger
Instant
Try It
- Contact ID
Trigger
Scheduled
Try It
- Deal Status
- Filter by Deal Name
- Custom Filter ID
- Filter by Tag
Trigger
Scheduled
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Scheduled
Try It
- Contact ID
- Comment
Action
Write
- Contact ID
- Result
- Text
  Required
- Phone Number
- Via
- Notify users
Action
Write
- Contact ID
- Filter by Deal Name
- Pipeline ID
- Owner
- Text
  Required
- Deal Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Contact ID
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Filter by Contact Status
- Tag
- Filter by Lead Source
- Background
- Owner
- Starred
Action
Write
- Search Phrase
- Contact ID
- Include My Team Contacts
Action
Search
- Search Phrase
- Access
- User ID
Action
Search
- Search Phrase
- Deal ID
  Required
- Contact ID
- Filter by Deal Name
- Pipeline ID
- Owner
- Text
  Required
- Deal Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Search or write
New Story
Triggered whenever there is a new story (tasks, deliverables, milestones).
Trigger
Scheduled
Try It
- Project
  Required
- Message
  Required
Action
Write

Learn how to automate OnePageCRM on the Zapier blog.

About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

Learn more Help

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CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Help

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