Productivity
Kantata
18 min
kantata is a professional services automation platform for resource management, project tracking, and financials integrating kantata with make com enables automated project updates, resource allocation, and timesheet syncing between kantata and other business tools this is ai generated content based on official kantata documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www kantata com/contact directly requirements to use the kantata app in make, you must have a paid kantata ox account and register your application as an account administrator to obtain oauth credentials, https //www kantata com/ for subscription, refer to the https //www kantata com/ connect kantata and {{product name}} to get started, you must first create a connection between kantata and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your kantata account create the connection in make obtain your oauth2 credentials in your kantata account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your kantata account to obtain your oauth2 credentials navigate to the application management page as a kantata ox account administrator click the button to register a new application enter your application name enter the callback uri https //www integromat com/oauth/cb/mavenlink click the button to save or create the application copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer kantata com/ create the connection in {{product name}} https //www make com/en/register , add the kantata module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your kantata account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page kantata modules after connecting to the kantata app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a post creates a new post within a specified project create a project creates a new project within your selected workspace create a task creates a new item, allowing you to specify whether it is a task, a deliverable, or a milestone create a time entry creates a new record of time spent on a specific task or activity delete a task deletes a selected task from your project, and if the task is a parent, all of its associated sub tasks will also be removed delete a time entry deletes a specific time entry from your account get time entry retrieves detailed information about a specific time entry get a project retrieves detailed information about a specific project get a task retrieves detailed information about a specific task list projects retrieves a list of all existing projects from your account list tasks fetches and displays a complete list of all existing tasks in your account list time entries fetches a complete list of all recorded time entries from your account make an api call executes a custom api request to the connected service using your authorized credentials update a project updates the details or settings of an existing project update a task updates the details or status of an existing task update a time entry updates the details of an existing time entry, such as its duration, description, or associated project watch posts triggers whenever a new message post is created or an existing message post is updated in your account watch projects triggers when a new project is added or when an existing project's details are modified watch tasks triggers whenever a new task is added or an existing task is modified in your account watch time entries triggers whenever a new time entry is added or an existing time entry is modified in your account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} kantata resources you can have access to more resources related to this app on the following links https //www kantata com/ http //developer mavenlink com/ https //www make com/en/integrations/mavenlink