Create new Invoice Ninja clients from new organization contacts in Karbon
Streamline your billing process with this efficient workflow. When a new contact is added in Karbon, it will create a client in Invoice Ninja. This simple automation not only helps maintain consistency across different platforms but also saves precious time. Stay organized and enhance productivity with the smooth integration of Karbon and Invoice Ninja in your client management and billing process.
Streamline your billing process with this efficient workflow. When a new contact is added in Karbon, it will create a client in Invoice Ninja. This simple automation not only helps maintain consistency across different platforms but also saves precious time. Stay organized and enhance productivity with the smooth integration of Karbon and Invoice Ninja in your client management and billing process.
- When this happens...New Organization Contact
Triggers when a new organization 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