Connect Kantata OX to HoneyBook 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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How Zapier works

Zapier makes it easy to integrate Kantata OX with HoneyBook - 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."

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

Setup an action from HoneyBook

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

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

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

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

Connect Kantata OX and HoneyBook 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.

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An illustration representing how to automate lead management with Zapier.

Connect Kantata OX and HoneyBook 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.

New Message
Triggers when a new message is posted.
Trigger
Scheduled
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- 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
New Inquiry
Triggers when a new inquiry is created.
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write

New Story
Triggered whenever there is a new story (tasks, deliverables, milestones).
Trigger
Scheduled
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- Project
  Required
- Message
  Required
Action
Write
Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Address
- Phone Number
Action
Write

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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