Karbon + Sage Intacct
Create new Sage Intacct contacts from new person contacts in Karbon
This workflow assists when a new person is added in Karbon. Following this event, it initiates a process to create a contact within Sage Intacct. This automation not only accelerates your data entry but also eliminates potential human error, ensuring efficient and cohesive contact management across your business platforms.
This workflow assists when a new person is added in Karbon. Following this event, it initiates a process to create a contact within Sage Intacct. This automation not only accelerates your data entry but also eliminates potential human error, ensuring efficient and cohesive contact management across your business platforms.
- When this happens...New Person Contact
Triggers when a new person contact is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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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