ClearPoint Strategy + Karbon
Update ClearPoint Strategy elements whenever Karbon organization contacts are updated
Manage your strategic planning and execution in a heartbeat with this workflow. Whenever an organization contact is updated in Karbon, this automation ensures that corresponding elements in ClearPoint Strategy are also updated in real time. Save time on manual updates and ensure consistency across your platforms for better organizational management.
Manage your strategic planning and execution in a heartbeat with this workflow. Whenever an organization contact is updated in Karbon, this automation ensures that corresponding elements in ClearPoint Strategy are also updated in real time. Save time on manual updates and ensure consistency across your platforms for better organizational management.
- When this happens...Organization Contact Updated
Triggers when an organization contact is updated.
- automatically do this!Update Element
Updates an element in ClearPoint.
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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