Kantata OX Connector Triggers and Actions List – Kantata Knowledge Base

Learn about the available triggers and actions for the Kantata OX Connector in Kantata Connect.

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Overview

Below is a full list of all available triggers—which are events that begin a recipe—and actions for the Kantata Connect OX Connector.

Note: Some of these actions may not be available depending on your account configurations and feature availability.

Kantata Connect OX Connector Actions

Supported Objects: Fetch Record On a Schedule / Fetch Record by Group On a Schedule

Account memberships
Assignments
Billable utilizations
Cost rates
Custom field choices
Custom field sets
Custom field values
Custom fields
Estimate scenario resources
Estimate scenarios
Estimates
Expense budgets
Expense report submissions
Expenses
External payments
External references on a user’s account
Holiday calendar memberships
Invoices
Organization memberships
Organizations
Participations
Posts
Project template expense budgets
Rate card roles
Rate card set versions
Rate card sets
Rate card versions
Rate cards
Resource requests
Roles
Skill memberships
Skills
Status reports
Stories
Daily scheduled hours story allocation days
Story dependencies
Story state changes
Story tasks
Subscribed events
Survey responses
Survey templates
Time entries
Time off entries
Timesheet submissions
Users
Workspace allocations
Workspace groups
Workspace resources
Workspace status changes
Workspaces
Workweek memberships
Workweeks

Supported Objects: Create Record

Access group membership
Account invitation
Account location
Assignment
Attachment
Backup approver association
Billable utilization
Creating one or many billing milestone
Creating client invoice default
Creating one or many cost rate
Custom field set
Custom field value
Custom field
Custom task status
Estimate scenario resource
Estimate scenario
Estimate
Expense budget
Expense category
Expense report submission
Expense
Generate a data export
External payment
External reference
Exchange table
Import exchange rate
Holiday calendar association
Holiday calendar membership
Holiday calendar
Holiday
Insights access group membership
Invoice
Line item lock
Organization membership
Organization
Participation
Post
Project accounting record
Creating a project snapshot
Project template additional tab
Project template assignment
Project template expense budget
Project template
Rate card role
Rate card set version
Rate card table row
Rate card set
Rate card
Resource request
Role
Scheduled report export
Skill membership
Skill
Status report
Story
Daily scheduled hours story allocation day
Following a story
Story task
Survey answer
Survey question
Survey response
Survey template
Task status set
Time entry
Creating one or many time off entry
Timesheet submission
User group membership
Vendor
Workspace allocation
Workspace baseline
Workspace group
Workspace invoice preference
Workspace resource skill
Workspace resource
Creating allocations from scheduled hours for resource
Creating allocations from scheduled hours for resource by ID
Workspace status change
Workspace
Creating a workspace invitation
Workweek membership
Workweek

Supported Objects: Delete Record

Existing access group membership
Existing account invitation
Existing account location
User from an account
Existing assignment
Existing attachment
Existing backup approver association
Existing billable utilization
Existing billing milestone
Client invoice defaults by ID
Existing cost rate
Existing custom field set
Multiple custom field value
Existing custom field value
Existing custom field
Existing custom task status
Existing estimate scenario resource
Existing estimate scenario
Existing estimate
Existing expense budget
Existing expense category
Multiple expense
Existing expense
Existing external payment
Existing external reference
Existing holiday calendar association
Existing holiday calendar membership
Existing holiday calendar
Existing holiday
Existing insights access group membership
Existing invoice
Existing organization membership
Existing organization
Existing participation
Existing post
Existing project template additional tab
Existing project template assignment
Existing project template expense budget
Existing project template
Existing rate card role
Existing rate card set version
Rate card table row
Existing rate card set
Existing rate card
Existing role
Existing scheduled report export
Existing skill membership
Existing skill
Existing status report
Existing story
Multiple daily scheduled hours story allocation day
Existing daily scheduled hours story allocation day
Unfollowing a story
Existing story task
Existing survey answer
Existing survey question
Existing survey response
Existing survey template
Existing task status set
Multiple time entry
Existing time entry
Multiple time off entry
Existing time off entry
Existing user group membership
Reset profile photo
Existing vendor
Existing workspace allocation
Existing workspace baseline
Existing workspace group
Existing workspace resource skill
Existing workspace resource
Existing workspace
Existing workweek membership
Existing workweek

Supported Operations: Execute Action

Resend an account invitation
Make a user inactive
Make a user active
Check rate cards activation status
Activate rate cards
Sync a created attachment
Get a list of currencies
Approve an expense report submission
Cancel an expense report submission
Reject an expense report submission
Retrieve the next available invoice number
Cancel an existing invoice
Soft deleting a project accounting record
Exporting project account records in a CSV
Importing project account records in a CSV
Publish a rate card set version
Fetching a list of story follows
Approve multiple timesheet submissions
Cancel multiple timesheet submissions
Reject multiple timesheet submissions
Approve a single timesheet submission
Cancel a single timesheet submission
Reject a single timesheet submission
Splitting an allocation
Apply a project template to an existing workspace
Unarchive workspace with approvals

Supported Objects: Get Records by ID

Access group membership
Account invitation
Account membership
Assignment
Backup approver association
Billable utilization
Billing milestone
Fetching client invoice defaults by ID
Custom field set
Custom field value
Custom task status
Estimate scenario resource
Estimate scenario
Estimate
Expense budget
Expense report submission
Expense
Single data export
Data export
External payment
Exchange table
Holiday calendar association
Holiday calendar membership
Holiday calendar
Holiday
Insights access group membership
Invoice
Line item lock
Organization membership
Organization
Participation
Post
Project accounting record
Project template assignment
Project template expense budget
Project template
Rate card role
Rate card set version
Rate card set
Rate card version
Rate card
Resource request
Role
Scheduled report export
Latest export
Skill membership
Skill
Status report
Story
Daily scheduled hours story allocation day
Story dependency
Retrieving a single story follow
Story state change
Story task
Task status set
Time entry
Timesheet submission
User
Fetch my work capacity
Workspace allocation
Workspace baseline
Workspace group
Workspace invoice preference
Workspace resource skill
Workspace resource
Workspace status change
Workspace
Fetch permissions in a workspace
Workweek membership
Workweek

Supported Objects: Search Records With Pagination

Access group memberships
Account colors
Insights dynamic dashboards
Account invitations
Account locations
Account memberships
Assignments
Backup approver associations
Billable utilizations
Billing milestones
Client invoice defaults
Cost rates
Fetch custom branding settings
Custom field choices
Custom field sets
Custom field values
Custom fields
Custom task statuses
Estimate scenario resources
Estimate scenarios
Estimates
Expense budgets
Expense categories
Expense report submissions
Expenses
List of data exports
Data set schema
External payments
External references on a user's account
Exchange tables
Exchange rates
Holiday calendar associations
Holiday calendar memberships
Holiday calendars
Holidays
Insights access group memberships
Insights reports
Invoices
Line item locks
Organization memberships
Organizations
Participations
Posts
Project accounting records
Project snapshots
Project template additional tabs
Project template assignments
Project template expense budgets
Project templates
Rate card roles
Rate card set versions
Fetch rate card table rows
Rate card sets
Rate card versions
Rate cards
Fetch estimate scenario resource recommendations
Resource requests
Roles
Scheduled report exports
Skill categories
Skill memberships
Skills
Status reports
Stories
Daily scheduled hours story allocation days
Story dependencies
Story state changes
Story tasks
Subscribed events
Subscribed event types
Survey answers
Survey questions
Survey responses
Survey templates
Task status sets
Time entries
Time off entries
Timesheet submissions
User file associations
User group memberships
Users
Fetch your own data
Vendors
Workspace allocations
Workspace baselines
Workspace groups
Workspace resource skills
Workspace resources
Workspace status changes
Workspaces
Workweek memberships
Workweeks

Supported Objects: Update Record

Existing account invitation
Existing account location
Existing account membership
Existing assignment
Existing attachment
Existing backup approver association
Existing billable utilization
Existing billing milestone
Updating client invoice defaults by ID
Existing cost rate
Existing custom field set
Existing custom field value
Existing custom field
Existing custom task status
Existing estimate scenario resource allocation
Existing estimate scenario resource
Existing estimate scenario
Existing estimate
Existing expense budget
Existing expense category
Existing expense
Cancel a data export
External reference
Existing exchange table
Existing holiday calendar membership
Existing holiday calendar
Existing holiday
Existing insights access group membership
Existing invoice
Existing organization membership
Existing organization
Existing participation
Existing post
Updating a project snapshot
Existing project template assignment
Existing project template expense budget
Existing project template
Existing rate card role
Existing rate card set version
Rate card table row
Existing rate card set
Existing rate card version
Existing rate card
Existing resource request
Resource request approver
Existing role
Scheduled report export
Existing skill membership
Existing skill
Existing status report
Existing story
Existing daily scheduled hours story allocation day
Existing story task
Existing survey answer
Existing survey question
Existing survey response
Existing survey template
Existing task status set
Account default task status set
Existing time entry
Existing time off entry
Existing user
Profile photo
Existing vendor
Existing workspace allocation
Existing workspace baseline
Existing workspace group
Existing workspace invoice preference
Existing workspace resource skill
Existing workspace resource
Task status set on multiple workspace
Existing workspace
Expense approval setting
Time approval setting
Switch to default workweek
Existing workweek membership
Existing workweek

Supported Objects: Upsert Custom Fields

Note: This action requires a Subject Type, Subject ID, and the Custom Field ID in order to create or update the value of an existing custom field.

Estimate
Workspace
Workspace Group
Resource
Story
User

Overview

Kantata Connect OX Connector Actions

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