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AnswerConnect + Karbon

Create new Karbon contacts from new AnswerConnect messages

Manage your contacts effortlessly with this efficient workflow. When a new message is received in AnswerConnect, it immediately sets up a new person contact in Karbon. Keeping your communications streamlined and orderly, this workflow ensures you never miss adding important contacts to your Karbon app. Save time and improve accuracy with this automatic contact management system.

Manage your contacts effortlessly with this efficient workflow. When a new message is received in AnswerConnect, it immediately sets up a new person contact in Karbon. Keeping your communications streamlined and orderly, this workflow ensures you never miss adding important contacts to your Karbon app. Save time and improve accuracy with this automatic contact management system.

  1. When this happens...
    AnswerConnectAnswerConnect
    New Message

    Triggers when a new message is taken.

    TriggerInstant
  2. automatically do this!
    KarbonKarbon
    Create Person Contact

    Triggers when a new person contact is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • AnswerConnect triggers, actions, and search

    New Message

    Triggers when a new message is taken.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search

    Person Contact Updated

    Triggers when a person contact is updated.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search

    Organization Contact Updated

    Triggers when an organization contact is updated.

    Trigger
    Instant
    Try It
    • IdRequired

    • First NameRequired

    • Last NameRequired

    • Client Identifier

    • Contact Type

    • Preferred Name

    • Salutation

    • Email Address

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    Action
    Write
  • Karbon triggers, actions, and search

    New Person Contact

    Triggers when a new person contact is created.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search

    New Organization Contact

    Triggers when a new organization contact is created.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Client Identifier

    • Contact Type

    • Preferred Name

    • Salutation

    • Email Address

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    • Phone Number

    Action
    Write
    • NameRequired

    • Client Identifier

    • Contact Type

    • Website

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    • Phone Number

    Action
    Write
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About AnswerConnect

AnswerConnect is a 24*7 live answering service that accepts inbound customer calls your business receives, assists your customers and helps them schedule appointments with your business.
Learn more

Related categories

  • Customer Support
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About Karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.

Related categories