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Karbon + Microsoft Dynamics 365 CRM

Update Karbon person contacts when Microsoft Dynamics 365 CRM contacts are updated

Keep your Microsoft Dynamics 365 CRM and Karbon contact information up-to-date with this efficient automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow automatically creates a person contact in Karbon, ensuring you always have consistent and accurate data across both platforms. Streamline your contact management and never miss a change in details again.

Keep your Microsoft Dynamics 365 CRM and Karbon contact information up-to-date with this efficient automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow automatically creates a person contact in Karbon, ensuring you always have consistent and accurate data across both platforms. Streamline your contact management and never miss a change in details again.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Contact Updated

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    KarbonKarbon
    Create Person Contact

    Triggers when a new person contact is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Karbon

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.
Learn more

Related categories

  • Project Management
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