Kantata Connect Overview

Learn all about Kantata Connect, our integration and workflow engine that optimizes your business processes.

Overview

Kantata Connect helps you optimize your business processes with customized workflows and automations that contain as much granularity as you need. Kantata Connect is powered by best-in-class automation technology to drive efficiency across processes, people, and products.

Once an application is connected to your Kantata OX account, you can utilize the preconfigured and custom recipes in order to automate your processes. This helps save you time at every stage of your project.

• Integration—A connection between two systems where data is transferred from one to the other.
• Workflow/Recipe—A logic-based series of actions designed to automatically perform a designed behavior in a specific order. Useful for automating tasks, sending notifications, or enforcing business rules and requirements.
• Trigger—The first step of a workflow that initiates the workflow based on defined criteria.
• Action—Any workflow step that occurs after the trigger that completes the goal the workflow is designed to achieve. These can include creating or updating objects, calculations, conditions, etc.

In addition to the Kantata-supported integrations (e.g. BambooHR), you can choose from a wide variety of available third-party applications to connect to and then create your own workflows with the assistance of the Customer Success team. These applications will help enhance your Kantata Integrations experience even more by offering more workflow features and flexibility to fit your team’s needs.

Kantata Connect will be expanded in the future to support additional and enhanced integrations with an expansive list of various third-party tools.

To learn how to navigate Kantata Connect, see the Kantata Connect User Interface Overview article.

Getting Started

To get started, please reach out to Customer Success. After it's set up for you, you can access Kantata Connect at www.kantataconnect.com.