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Karbon + vcita

Karbon + vcita

Create new Karbon contacts from new vcita clients

When a new client joins your database in vcita, it's crucial to keep your contacts updated across different platforms. With this workflow, anytime a new client is added in vcita, a new person contact will be created in the Karbon app simultaneously. This makes your client management more efficient and ensures you're always up-to-date with your latest business interactions.

  1. When this happens...
    New Client
    New Client
    New ClientTriggers when new client is created.
    TriggerInstant
  2. automatically do this!
    Create Person Contact
    Create Person Contact
    Create Person ContactTriggers when a new person contact is created.
    ActionWrite
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More things you can do with vcita and Karbon

Discover other triggers and actions you can use with vcita and Karbon

  • vcita triggers, actions, and search
    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search
    Created Invoice

    Triggers when a new invoice is created

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search
    New Payment

    Triggers when a new payment is created.

    Trigger
    Instant
    Try It
    • Address
      Required
    • Allow Online Payment
    • Client ID
      Required
    • Currency
      Required
    • Due Date
      Required
    • Invoice Number
    • Issued At
      Required
    • Amount
      Required
    • Description
    • Discount
    • Quantity
      Required
    • Title
      Required
    • Note
    • Send Email
    • Source Campaign
    • Source Channel
    • Source Name
    • Source URL
    • Staff ID
    • Status
    • Title
    • Name
      Required
    • Rate
      Required
    Action
    Write
  • vcita triggers, actions, and search
    New Client

    Triggers when new client is created.

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search
    New Invoice

    Triggers when a new invoice is issued.

    Trigger
    Instant
    Try It
    • Address
    • Email Address
    • First Name
      Required
    • Last Name
    • Phone Number
    • Source campaign
    • Source channel
    • Source name
    • Source Url
    • Staff ID
    • Status
    • Tags
    Action
    Write
    • Client ID
      Required
    • Title
    • Message Text
      Required
    • Message Direction
      Required
    • Communication Channel
    • Staff ID
    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.
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Related categories
Project Management
vcita logo
vcita logo
About vcita
vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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