Invoice Ninja + Karbon
Create new Invoice Ninja clients from new Karbon person contacts
Ensure your client management is seamless and efficient with this intuitive workflow. When a new contact is added in Karbon, it immediately creates a new client in Invoice Ninja. This enables you to maintain consistent and updated client information across both platforms, leading to improved customer relationship management and accurate invoicing. This automation enhances productivity by streamlining data entry processes and reducing the risk of error.
Ensure your client management is seamless and efficient with this intuitive workflow. When a new contact is added in Karbon, it immediately creates a new client in Invoice Ninja. This enables you to maintain consistent and updated client information across both platforms, leading to improved customer relationship management and accurate invoicing. This automation enhances productivity by streamlining data entry processes and reducing the risk of error.
- 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
