Integrate Salesflare and kantataox with viaSocket

Salesflare already connects with hundreds of apps. kantataox's automation is still on its way. Want to speed that up?

Full list

Supported Triggers & Actions

Everything you can automate between Salesflare and kantataox.

When this happensTriggers

A trigger is an event that starts a workflow.

New Account

New Account

Trigger When a new Account is created

New Contact

New Contact

Trigger when New Contact Created

New Opportunity

New Opportunity

Trigger when new opportunity is created

New Task

New Task

Trigger when a new task is created

New Workflow Step Created

New Workflow Step Created

Runs when new workflow step created

Request a new Trigger for Salesflare

Do thisActions

Action is the task that follows automatically within your Salesflare integrations.

Find account

Find account

Find an account

Find Contact

Find Contact

Find a contact

Find Opportunity

Find Opportunity

Find an Opportunity

Find Person

Find Person

Find a person by ID, name, or account.

Find Pipeline Stage

Find Pipeline Stage

Find a Pipeline Stage

Find User

Find User

Find a User

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Integrations Salesflare
Salesflare + kantataox
Salesflare logo

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around

Learn more
Integrations kantataox
kantataox + Salesflare
kantataox logo

About kantataox

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.

Learn more

Frequently Asked Questions

How do I connect Salesflare and kantataox?

Sign up for a free viaSocket account, then authorize both your Salesflare and kantataox accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Salesflare and kantataox as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Salesflare to kantataox?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach kantataox. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Salesflare triggers actions in kantataox, and a separate workflow where kantataox triggers actions in Salesflare. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Salesflare and kantataox. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Salesflare and kantataox integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.