Create new Copilot companies from new Karbon organization contacts
Streamline your workflow with this automation that connects Karbon to Copilot. Once set up, every time a new organization contact is added in Karbon, the same company will be created in Copilot. This seamless process saves you the trouble of duplicate data entry and accelerates your onboarding procedure, enhancing productivity.
Streamline your workflow with this automation that connects Karbon to Copilot. Once set up, every time a new organization contact is added in Karbon, the same company will be created in Copilot. This seamless process saves you the trouble of duplicate data entry and accelerates your onboarding procedure, enhancing productivity.
- When this happens...New Organization Contact
Triggers when a new organization contact is created.
- automatically do this!Create Company
Creates a new company.
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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