Karbon + MyDocSafe
Create contacts in Karbon for new MyDocSafe forms
When a form is submitted in MyDocSafe, a new person contact in Karbon will be created.
When a form is submitted in MyDocSafe, a new person contact in Karbon will be created.
- When this happens...Form Submission
Triggers when a from of that company is submitted.
- automatically do this!Create Person Contact
Triggers when a new person contact is created.
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- 14 day trial for premium features & apps
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.
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About MyDocSafe
MyDocSafe is secure eSign software for companies in diverse sectors. End-to-end document security and compliance.