Karbon + PitBullTax Software
Update clients/prospects in PitBullTax Software when contacts are updated in Karbon
Keep your PitBullTax Software updated with the latest changes in your Karbon app. With this workflow, whenever an organization contact is updated in Karbon, corresponding client or prospect information will be updated in PitBullTax Software. This helps in maintaining consistent data across both platforms, eliminating the need for manual data transfer.
Keep your PitBullTax Software updated with the latest changes in your Karbon app. With this workflow, whenever an organization contact is updated in Karbon, corresponding client or prospect information will be updated in PitBullTax Software. This helps in maintaining consistent data across both platforms, eliminating the need for manual data transfer.
- When this happens...Organization Contact Updated
Triggers when an organization contact is updated.
- automatically do this!Update Client / Prospect
Updates the client in the application if the entry with
Record IDexists
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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