Kantata and Salesflare
How to connect Kantata
- Via Make — 20 modules available. Set it up ↗
What you can automate
- When new Tasks in Kantata, create a task in Salesflare.
- When new Tasks in Salesflare, create a Task in Kantata.
Kantata operations on Make
Triggers (4)
Start a workflow when this happens
- Watch Posts — Triggers when a new message post is created or updated.
- Watch Projects — Triggers when a new project is created or updated.
- Watch Tasks — Triggers when a new task is created or updated.
- Watch Time Entries — Triggers when a new time entry is created or updated.
Actions (13)
Things Salesflare can make it do
- Add a Post — Creates a post in a project.
- Create a Project — Creates a new project.
- Create a Task — Creates a new task, deliverable or milestone.
- Create a Time Entry — Creates a new time entry.
- Delete a Task — Deletes a task. When you delete a parent task, it also deletes its sub task.
Show 8 more actions
- Delete a Time Entry — Deletes a time entry.
- Get Time Entry — Gets information of a time entry.
- Get a Project — Gets information about a project.
- Get a Task — Gets information of a task.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Project — Updates a project.
- Update a Task — Updates a task.
- Update a Time Entry — Updates a time entry.
Searches (3)
Look up existing records
- List Projects — Retrieves a list of the projects.
- List Tasks — Retrieves a list of all tasks.
- List Time Entries — Retrieves a list of all time entries.
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