Better Proposals + Karbon
Create new Karbon organization contacts from new Better Proposals proposals
When a new proposal is created in Better Proposals, this workflow ensures it promptly creates a corresponding Organization Contact in Karbon. This improves your team's efficiency by reducing manual data entry, keeping your contact information up to date, and streamlining your company’s proposal management process. Enjoy the benefits of this workflow which offers a seamless connection between Better Proposals and Karbon.
When a new proposal is created in Better Proposals, this workflow ensures it promptly creates a corresponding Organization Contact in Karbon. This improves your team's efficiency by reducing manual data entry, keeping your contact information up to date, and streamlining your company’s proposal management process. Enjoy the benefits of this workflow which offers a seamless connection between Better Proposals and Karbon.
- When this happens...New Proposal
Triggers when a new proposal is created.
- automatically do this!Create Organization Contact
Triggers when a new organization contact is created.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItNew Person Contact
Triggers when a new person contact is created.
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
Person Contact Updated
Triggers when a person contact is updated.
Try It