Cone + Karbon

Cone + Karbon integrations

Create new Karbon organization contacts from accepted proposals in Cone

When a proposal is accepted in the Cone app, this workflow adds the new organization contact instantly in the Karbon app. Without missing a beat, it saves you valuable time and streamlines your processes, ensuring every accepted proposal is promptly responded to with the creation of a new contact in Karbon.

When this happens...
Proposal AcceptedTriggers when a proposal is accepted (signed by all signatories).
TriggerInstant
automatically do this!
Create Organization ContactTriggers when a new organization contact is created.
ActionWrite

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More things you can do with Cone and Karbon

Discover other triggers and actions you can use with Cone and Karbon

Client Converted to Customer
Triggers when a prospect is converted to customer.
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Client Request Completed
Triggers when a client request is completed
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Client Request Sent
Triggers when a client request is sent
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Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
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Invoice Finalized
Triggers when invoice is finalized or created in final state.
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Instant
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Invoice Updated
Triggers when invoice is updated.
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Instant
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Project Created
Triggers when a project is created manually
Trigger
Instant
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Project Edited
Triggers when a project is edited
Trigger
Instant
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Project Overdue
Triggers when a project is overdue
Trigger
Instant
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Proposal Created
Triggers when proposal is saved for the first time.
Trigger
Instant
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Proposal Published
Triggers when a proposal is published
Trigger
Instant
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Task Completed
Triggers when an internal task is completed
Trigger
Instant
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Task Overdue
Triggers when an internal task is overdue
Trigger
Instant
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- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
Person Contact Updated
Triggers when a person contact is updated.
Trigger
Instant
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Organization Contact Updated
Triggers when an organization contact is updated.
Trigger
Instant
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- Id
  Required
- FirstName
  Required
- LastName
  Required
- ClientIdentifier
- ContactType
- PreferredName
- Salutation
- EmailAddress
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
Action
Write
- Id
  Required
- Name
  Required
- ClientIdentifier
- ContactType
- Website
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
- PhoneNumber
Action
Write
- Search Term
  Required
Action
Search

Client Created
Triggers when a Client is created.
Trigger
Instant
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Client Request Created
Triggers when a client request is created
Trigger
Instant
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Client Updated
Triggers when a Client is updated.
Trigger
Instant
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Invoice Created
Triggers when invoice is created as draft.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Written Off
Triggers when an invoice is written off.
Trigger
Instant
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Project Created From Recurring Rule
Triggers when a project is created from recurring role
Trigger
Instant
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Project Ended
Triggers when a project is ended
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted (signed by all signatories).
Trigger
Instant
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Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked.
Trigger
Instant
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Task Created
Triggers when an internal task is created
Trigger
Instant
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- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- Type
  Required
- First Name
- Middle Name
- Last Name
- Client Type
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Middle Name
- Email
  Required
- Phone
- Is Primary
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact last name
  Required
- Contact Email
  Required
- Contact Phone
- Is Primary
  Required
Action
Write
New Person Contact
Triggers when a new person contact is created.
Trigger
Instant
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New Organization Contact
Triggers when a new organization contact is created.
Trigger
Instant
Try It
- FirstName
  Required
- LastName
  Required
- ClientIdentifier
- ContactType
- PreferredName
- Salutation
- EmailAddress
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
- PhoneNumber
Action
Write
- Name
  Required
- ClientIdentifier
- ContactType
- Website
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
- PhoneNumber
Action
Write
- Search Term
  Required
Action
Search

About Cone

Cone Unified Proposals and Practice Management Software

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Related categories

Accounting

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.

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Related categories

Project Management