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Connect Kantata and Salesforce integrations

Connect Kantata and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Kantata and Salesforce to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Trigger
Select a trigger...
Kantata

Triggers when a new message post is created or updated.

Kantata

Triggers when a new project is created or updated.

Kantata

Triggers when a new task is created or updated.

Kantata

Triggers when a new time entry is created or updated.

Kantata
Salesforce
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Action
Select an action...
Salesforce

Completes or aborts a job.

Salesforce

Creates a new bulk data job.

Salesforce

Creates a new record in an object.

Salesforce

Deletes a record.

Salesforce

Downloads an attachment or a document.

Salesforce

Gets a specified record in an object.

Salesforce

Performs an arbitrary authorized API call.

Salesforce

Performs an arbitrary authorized API call, with a personalized base URL.

Salesforce

Posts a message to a chatter feed.

Salesforce

Updates an existing record in an object.

Salesforce

Upserts a record.

Salesforce

Retrieves all bulk data jobs in the organization.

Salesforce

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Searches for records in an object using SOSL query.

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Build your Kantata and Salesforce integrations.

Create custom Kantata and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Kantata
Add a Post

Creates a post in a project.

Action
Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
Kantata
Create a Project

Creates a new project.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
Kantata
Create a Task

Creates a new task, deliverable or milestone.

Action
Kantata
Create a Time Entry

Creates a new time entry.

Action
Salesforce
Delete a Record

Deletes a record.

Action
Kantata
Delete a Task

Deletes a task. When you delete a parent task, it also deletes its sub task.

Action

Popular Kantata and Salesforce workflows.

Looking to get more out of Kantata and Salesforce? With Make you can visually integrate Kantata and Salesforce into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

FAQ

How it works

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