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Karbon + Streak

Update Karbon organization contacts when Streak contacts are updated

Keep your Streak and Karbon contacts up-to-date effortlessly with this workflow. When a contact is updated in Streak, the corresponding organization contact in Karbon will be updated as well. This automation ensures that you always have the latest information, improving organization and communication across both platforms.

Keep your Streak and Karbon contacts up-to-date effortlessly with this workflow. When a contact is updated in Streak, the corresponding organization contact in Karbon will be updated as well. This automation ensures that you always have the latest information, improving organization and communication across both platforms.

  1. When this happens...
    StreakStreak
    Updated Contact

    Triggered when a contact is updated.

    TriggerInstant
  2. automatically do this!
    KarbonKarbon
    ActionWrite
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Supported triggers and actions

What does this mean?
    • PipelineRequired

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    Instant
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    • Stage

    • Field

    • PipelineRequired

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    • PipelineRequired

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    • PipelineRequired

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    • Stage

    • PipelineRequired

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    • PipelineRequired

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    • Team KeyRequired

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    • TeamRequired

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    Instant
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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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