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Karbon + Microsoft SharePoint

Create new folders in Microsoft SharePoint for every new organization contact in Karbon

Stay organized and efficient with this integration between Karbon and Microsoft SharePoint. Every time a new contact is added to your organization in Karbon, a new folder gets created in Microsoft SharePoint. This user-friendly automation helps you maintain a seamless flow of information and streamline document management without any extra effort.

Stay organized and efficient with this integration between Karbon and Microsoft SharePoint. Every time a new contact is added to your organization in Karbon, a new folder gets created in Microsoft SharePoint. This user-friendly automation helps you maintain a seamless flow of information and streamline document management without any extra effort.

  1. When this happens...
    KarbonKarbon
    New Organization Contact

    Triggers when a new organization contact is created.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create Folder

    List all folders on a site

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Karbon triggers, actions, and search

    New Person Contact

    Triggers when a new person contact is created.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search

    New Organization Contact

    Triggers when a new organization contact is created.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Client Identifier

    • Contact Type

    • Preferred Name

    • Salutation

    • Email Address

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    • Phone Number

    Action
    Write
    • NameRequired

    • Client Identifier

    • Contact Type

    • Website

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    • Phone Number

    Action
    Write
  • Karbon triggers, actions, and search

    Person Contact Updated

    Triggers when a person contact is updated.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search

    Organization Contact Updated

    Triggers when an organization contact is updated.

    Trigger
    Instant
    Try It
    • IdRequired

    • First NameRequired

    • Last NameRequired

    • Client Identifier

    • Contact Type

    • Preferred Name

    • Salutation

    • Email Address

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    Action
    Write
    • IdRequired

    • NameRequired

    • Client Identifier

    • Contact Type

    • Website

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    • Phone Number

    Action
    Write
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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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sharepoint logo

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Related categories