Karlia + Plezi

Karlia + Plezi integrations

Create or update Plezi contacts when new customers are added in Karlia

Streamline your customer management process with this convenient workflow. Whenever there's a new customer in the Karlia app, their contact information is instantly updated or added in your Plezi app. This efficient process ensures your customer data is always up-to-date, saving you time and reducing potential errors. Excellent for seamless customer relationship management.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerInstant
automatically do this!
Create or Update ContactCreates or updates a contact.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Karlia and Plezi

Discover other triggers and actions you can use with Karlia and Plezi

New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
Delete Customer
Triggers when a customer is deleted.
Trigger
Instant
Try It
Update Supplier
Triggers when a supplier is updated.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Delete Contact
Triggers when a contact is delete.
Trigger
Instant
Try It

Update Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
Try It
Update Opportunity Column Number
Triggers when a column number of an opportunity is updated.
Trigger
Instant
Try It

New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
Delete Quote
Triggers when a quote is deleted
Trigger
Instant
Try It
Update Order
Triggers when a order is updated.
Trigger
Instant
Try It
New Delivery
Triggers when a new delivery is created.
Trigger
Instant
Try It
Delete Delivery
Triggers when a delivery is deleted.
Trigger
Instant
Try It
Update Invoice
Triggers when an invoice is updated.
Trigger
Instant
Try It
New Product
Triggers when a new product is created.
Trigger
Instant
Try It
Delete Product
Triggers when a product is deleted.
Trigger
Instant
Try It
Update Equipment
Triggers when an equipment is updated.
Trigger
Instant
Try It
New Purchase
Triggers when a new purchase is created.
Trigger
Instant
Try It
Delete Purchase
Triggers when a purchase is deleted.
Trigger
Instant
Try It
Update Supplier Order
Triggers when a supplier order is updated..
Trigger
Instant
Try It
New Suppler Delivery
Triggers when a new supplier delivery is created.
Trigger
Instant
Try It
Delete Supplier Delivery
Triggers when a supplier delivery is deleted.
Trigger
Instant
Try It
Update Supplier Invoice
Triggers when a supplier invoice is updated.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
Delete Event
Triggers when an event is deleted.
Trigger
Instant
Try It
Update Note
Triggers when a note is updated.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Delete Task
Triggers when a task is deleted.
Trigger
Instant
Try It
Update Time
Triggers when a time is updated.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Delete Project
Triggers when a project is deleted.
Trigger
Instant
Try It
Update Project Task
Triggers when a project task is updated.
Trigger
Instant
Try It
Update Project Task Column Number
Triggers when a column number of a project task is updated.
Trigger
Instant
Try It
New Project Subtask
Triggers when a new project subtask is created.
Trigger
Instant
Try It
Update Project Subtask Status
Triggers when a project subtask status is updated.
Trigger
Instant
Try It
New Ticket
Triggers when a new ticket is created.
Trigger
Instant
Try It
Update Ticket Status
Triggers when a ticket status is updated.
Trigger
Instant
Try It
- Customer / Supplier
  Required
- Civility
- Firstname
- Lastname
  Required
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
Action
Write
- Type
- Do you want to add the document in a new opportunity ?
  Required
- Proposal description
- Status
- Title
- Document date
- Customer reference
- Description
- Payment by Stripe
- Document template
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Project
- Date
- Title
- Description
Action
Write
- Title
  Required
- Reference
- Category
- Description
- Sales price HT
- VAT
- Unit
Action
Write
- Project
  Required
- Title
  Required
- Section
- Starting date
- Due date
- Time estimated
- User
Action
Write
- Name
  Required
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Pipeline
- Title
- Priority
- Group
- User assigned
- Skill
- Customer
- Contact
- Opportunity
- Project
- Equipment
- User shared
- Do you want more options ?
Action
Write
- Is it a Customer Contact or a Supplier Contact?
  Required
- Contact
  Required
- Custom Field
  Required
Action
Write
- Equipment
  Required
- Custom Field
  Required
Action
Write
- Project
  Required
- Custom field
Action
Write
- Ticket
- Custom field
Action
Write
- Quick Search
- Prospect
- Type
- Status
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Document
  Required
- Status
- Title
- Document date
- Expiration date
- Payment condition
- Customer reference
- Description
- Payment by Stripe
- Document template
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Project
- Date
- Title
- Description
Action
Write
- Product
  Required
- Title
- Reference
- Category
- Description
- Sales price HT
- VAT
- Unit
Action
Write
- Project
  Required
- Title
- Status
- Section
- Starting date
- Due Date
- Time estimated
- User
Action
Write
- Supplier
  Required
- Name
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Ticket
  Required
- Title
- Priority
- Group
- User assigned
- Skill
- Customer
- Contact
- Opportunity
- Project
- Equipment
- User shared
- Do you want more options ?
Action
Write
- Do you want an advanced search ?
Action
Search
- Do you want an advanced search ?
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id_project
  Required
- id
  Required
Action
Search
- id
  Required
Action
Search
- Do you want an advanced search ?
- Customer / Supplier
  Required
- Civility
- Firstname
- Lastname
  Required
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
Action
Search or write
- Search by Customer or Supplier
- And/or Status
- And/or Condition
- And/or Title
- Pipeline
  Required
- Customer
  Required
- Title
- Step
- Client Manager
- Status
- Condition
Action
Search or write
- Content
  Required
Trigger
Polling
Try It
- Score Threshold
  Required
- Attribute Value Format
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Option: Keep multiple select values
- Initial Source
- Source
Action
Write

Update Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
New Supplier
Trigger when a new supplier is created.
Trigger
Instant
Try It
Delete Supplier
Triggers when a supplier is deleted.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Update Opportunity Status
Triggers when an opportunity status is updated.
Trigger
Instant
Try It
Delete Opportunity
Triggers when an opportunity is deleted.
Trigger
Instant
Try It
Update Quote
Triggers when a quote is updated.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
Delete Order
Triggers when an order is deleted.
Trigger
Instant
Try It
Update Delivery
Triggers when a delivery is updated.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Delete Invoice
Triggers when an invoice is deleted.
Trigger
Instant
Try It
Update Product
Triggers when a product is updated.
Trigger
Instant
Try It
New Equipment
Triggers when a new equipment is created.
Trigger
Instant
Try It
Delete Equipment
Triggers when an equipement is deleted.
Trigger
Instant
Try It
Update Purchase
Triggers when a purchase is updated.
Trigger
Instant
Try It
New Supplier Order
Triggers when a new supplier order is created.
Trigger
Instant
Try It
Delete Supplier Order
Triggers when a supplier order is deleted.
Trigger
Instant
Try It
Update Supplier Delivery
Triggers when a supplier delivery is updated
Trigger
Instant
Try It
New Supplier Invoice
Triggers when a new supplier invoice is created.
Trigger
Instant
Try It
Delete Supplier Invoice
Triggers when a supplier invoice is deleted.
Trigger
Instant
Try It
Update Event
Triggers when an event is updated.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
Delete Note
Triggers when a note is deleted.
Trigger
Instant
Try It
Update Task
Triggers when a task is updated.
Trigger
Instant
Try It
New Time
Triggers when a new time is created.
Trigger
Instant
Try It
Delete Time
Triggers when a time is deleted.
Trigger
Instant
Try It
Update Project
Triggers when a project is updated.
Trigger
Instant
Try It
New Project Task
Triggers when a new project task is created.
Trigger
Instant
Try It
Update Project Task Status
Triggers when a project task status is updated.
Trigger
Instant
Try It
Delete Project Task
Triggers when a project task is deleted.
Trigger
Instant
Try It
Update Project Subtask
Triggers when a project subtask is updated.
Trigger
Instant
Try It
Delete Project Subtask
Triggers when a project subtask is deleted.
Trigger
Instant
Try It
Update Ticket
Triggers when a ticket is updated.
Trigger
Instant
Try It
Delete Ticket
Triggers when a ticket is deleted.
Trigger
Instant
Try It
- Type
  Required
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Title
  Required
- Reference
- Description
- Serial number
- Customer
Action
Write
- Supplier
- Status
- Reference
- Expense date
- Due date
- Description
- Chart of accounts
- Total HT
- VAT
Action
Write
- Pipeline
  Required
- Customer
  Required
- Title
- Step
- Client Manager
- Status
- Condition
Action
Write
- Title
  Required
- User
  Required
- Columns
- Customer / Supplier
- Opportunity
- Starting date
- Due date
- Status
- Condition
Action
Write
- Project
  Required
- Title
  Required
- Column number
- Description
- Priority
- Starting date
- Due Date
- Time estimated
- User
- Customer / Supplier
- Opportunity
- Condition
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility
- Used in times
- Time type
- Billable Time
Action
Write
- User
  Required
- Project
- Customer / Supplier
- Opportunity
- Type
- Billable time
- Date
- Time done
- Planned time
- Description
Action
Write
- Customer
  Required
- Custom Field
  Required
Action
Write
- Opportunity
- Custom Field
Action
Write
- Supplier
- Custom Field
Action
Write
- Contact
  Required
- Civility
- Firstname
- Lastname
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
Action
Write
- Customer
  Required
- Type
- Status
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Equipment
  Required
- Title
- Reference
- Serial Number
- Customer
Action
Write
- Expense
  Required
- Supplier
- Status
- Reference
- Expense date
- Due date
- Description
- Chart of accounts
- Total HT
- VAT
Action
Write
- Opportunity
  Required
- Pipeline
- Title
- Step
- Client Manager
- Status
- Condition
Action
Write
- Project
  Required
- title
- User
- Columns
- Customer / Supplier
- Opportunity
- Starting date
- Due Date
- Status
- Condition
Action
Write
- Project
  Required
- Title
- Column number
- Descritpion
- Priority
- Starting Date
- Due date
- Time estimated
- User
- Customer / Supplier
- Opportunity
- Condition
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility
- Used in times
- Time Types
- Billable Time
Action
Write
- Do you want an advanced search ?
Action
Search
- Search by Customer or Supplier
- And/or Status
- And/or Condition
- And/or Title
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id_project
  Required
- id_task
  Required
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- Do you want an advanced search ?
- Type
  Required
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Search or write
- Do you want an advanced search ?
- Name
  Required
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Search or write
- Attribute
Trigger
Polling
Try It
- Contact Status
  Required
- All Contacts
Trigger
Polling
Try It
- Contact Email
  Required
- Event Description
  Required
- Behaviour Point
  Required
Action
Write

About Karlia

Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Plezi

Plezi helps fast growing B2B companies to generate more leads thanks to their content.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier