Karbon + ShareFile
Create folders in ShareFile for new person contacts in Karbon
Effortlessly organize your new Karbon contacts by creating a dedicated folder in ShareFile for each person. With this automation, whenever a new person is added to your Karbon app, a corresponding folder will be generated in ShareFile. This process ensures a smooth, well-organized storage system, allowing for easier document management and access.
Effortlessly organize your new Karbon contacts by creating a dedicated folder in ShareFile for each person. With this automation, whenever a new person is added to your Karbon app, a corresponding folder will be generated in ShareFile. This process ensures a smooth, well-organized storage system, allowing for easier document management and access.
- When this happens...New Person Contact
Triggers when a new person contact is created.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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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