Kantata and Salesflare

How to connect Kantata

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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