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Karbon + Microsoft SharePoint

Create new Microsoft SharePoint folders for each new Karbon persons contact

Simplify your workflow with this integration between Karbon and Microsoft SharePoint. Whenever a new contact is added in Karbon, a corresponding folder is instantly created in Microsoft SharePoint. This automation ensures an organized repository in SharePoint for each new contact in Karbon, keeping your data orderly, accessible, and easy to manage.

Simplify your workflow with this integration between Karbon and Microsoft SharePoint. Whenever a new contact is added in Karbon, a corresponding folder is instantly created in Microsoft SharePoint. This automation ensures an organized repository in SharePoint for each new contact in Karbon, keeping your data orderly, accessible, and easy to manage.

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

    Triggers when a new person 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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About Microsoft SharePoint

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

Related categories