Gravity Forms + Karbon integrations
Process new Gravity Forms submissions to update person contacts in Karbon
Keep your contact information up to date with this handy automation. Whenever a new form is submitted through Gravity Forms, this workflow will instantly update the corresponding person's contact details in Karbon. This saves you the hassle of manually updating records, ensuring your Karbon contacts always have the most current information.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!Update Person ContactTriggers when a person contact is updated.
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More things you can do with Gravity Forms and Karbon
Discover other triggers and actions you can use with Gravity Forms and Karbon
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- Person Contact Updated
Triggers when a person contact is updated.
Try ItTriggerInstant - Organization Contact Updated
Triggers when an organization contact is updated.
Try ItTriggerInstant
- FormRequired
ActionWrite- New Person Contact
Triggers when a new person contact is created.
Try ItTriggerInstant - New Organization Contact
Triggers when a new organization contact is created.
Try ItTriggerInstant - FirstNameRequired
- LastNameRequired
- ClientIdentifier
- ContactType
- PreferredName
- Salutation
- EmailAddress
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
- PhoneNumber
ActionWrite
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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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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