AccountEdge + Karbon
Update AccountEdge customers when Karbon organization contacts are updated
Keep your customer information up-to-date effortlessly with this workflow. When an organization contact is updated in Karbon, it automatically updates the corresponding customer details in AccountEdge. This way, you maintain accurate and consistent data across your platforms while saving time on manual updates.
Keep your customer information up-to-date effortlessly with this workflow. When an organization contact is updated in Karbon, it automatically updates the corresponding customer details in AccountEdge. This way, you maintain accurate and consistent data across your platforms while saving time on manual updates.
- When this happens...Organization Contact Updated
Triggers when an organization contact is updated.
- automatically do this!Update Customer
Triggers when a customer record is updated.
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New Person Contact
Triggers when a new person contact is created.
Try ItNew Organization Contact
Triggers when a new organization contact is created.
Try ItFirst NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
Phone Number
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number
Person Contact Updated
Triggers when a person contact is updated.
Try ItOrganization Contact Updated
Triggers when an organization contact is updated.
Try ItIdRequired
First NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
IdRequired
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number