Better Proposals + Karbon
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 this happens...New ProposalTriggers when a new proposal is created.
- automatically do this!Create Organization ContactTriggers when a new organization contact is created.
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More things you can do with Better Proposals and Karbon
Discover other triggers and actions you can use with Better Proposals and Karbon
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - New Person Contact
Triggers when a new person contact is created.
Try ItTriggerInstant
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- 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
ActionWrite- Person Contact Updated
Triggers when a person contact is updated.
Try ItTriggerInstant