Create Square customers from new Karbon organization contacts
Manage your organization's contacts and customers efficiently by connecting Karbon and Square. When a new contact is added to your organization in Karbon, this workflow ensures they are instantly added as a new customer in Square. This seamless link speeds up your customer addition process, allowing more time for customer service and business growth. Save time, reduce manual entry, and stay organized with this easy-to-use workflow.
Manage your organization's contacts and customers efficiently by connecting Karbon and Square. When a new contact is added to your organization in Karbon, this workflow ensures they are instantly added as a new customer in Square. This seamless link speeds up your customer addition process, allowing more time for customer service and business growth. Save time, reduce manual entry, and stay organized with this easy-to-use workflow.
- When this happens...New Organization Contact
Triggers when a new organization contact is created.
- automatically do this!Create Customer
Triggers when a new customer 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