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Formatter by Zapier + karmaCRM Integrations

How to connect Formatter by Zapier + karmaCRM

Zapier lets you send info between Formatter by Zapier and karmaCRM automatically—no code required.

When this happens...
karmaCRMkarmaCRM
Update Contact

Triggers when a contact is updated.

automatically do this!
karmaCRMkarmaCRM
Create Company

Creates new company.

Supported triggers and actions

What does this mean?
  • Formatter by Zapier triggers, actions, and search
    Date / Time
    Work with dates and times to change formatting or add/subtract time (with line-item support).
    Action
    Write
  • Formatter by Zapier triggers, actions, and search
    Numbers
    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
    Action
    Write
  • Formatter by Zapier triggers, actions, and search
    Text
    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
    Action
    Write
  • Formatter by Zapier triggers, actions, and search
    Utilities
    Various utilities like "choose value from list" or "look up in table" (with line-item support).
    Action
    Write
  • karmaCRM triggers, actions, and search
    New Company
    Triggers when a new company is created.
    Trigger
    Instant
  • karmaCRM triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Instant
  • karmaCRM triggers, actions, and search
    New Task
    Triggers when a new task is created.
    Trigger
    Instant
  • karmaCRM triggers, actions, and search
    Update Contact
    Triggers when a contact is updated.
    Trigger
    Instant
  • karmaCRM

    Creates new company.

    Scheduled

    Action

  • karmaCRM

    Creates a new contact.

    Scheduled

    Action

  • karmaCRM

    Creates new deal.

    Scheduled

    Action

  • karmaCRM

    Creates a new task.

    Scheduled

    Action

  • karmaCRM

    Finds an existing company.

    Scheduled

    Action

  • karmaCRM

    Finds an existing contact.

    Scheduled

    Action

  • karmaCRM

    Find or Create Company

    Scheduled

    Action

  • karmaCRM

    Find or Create Contact

    Scheduled

    Action

How Formatter by Zapier + karmaCRM Integrations Work

  1. Step 1: Authenticate Formatter by Zapier + karmaCRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories

  • Documents
  • Zapier
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About karmaCRM

KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.

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