Ignition + Karbon
Create new Ignition clients from new Karbon person contacts
With this workflow, as soon as a new person makes contact in the Karbon app, it kickstarts the process of creating a new client in the Ignition app. This automated system not only provides timely responsiveness but erases the need for manual data entry, ensuring a more efficient, streamlined approach to client management.
With this workflow, as soon as a new person makes contact in the Karbon app, it kickstarts the process of creating a new client in the Ignition app. This automated system not only provides timely responsiveness but erases the need for manual data entry, ensuring a more efficient, streamlined approach to client management.
- When this happens...New Person Contact
Triggers when a new person contact is created.
- automatically do this!Create Client
Creates a new client.
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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
