Cone + Karbon
Create new Karbon organization contacts from accepted proposals in Cone
When a proposal is accepted in the Cone app, this workflow adds the new organization contact instantly in the Karbon app. Without missing a beat, it saves you valuable time and streamlines your processes, ensuring every accepted proposal is promptly responded to with the creation of a new contact in Karbon.
When a proposal is accepted in the Cone app, this workflow adds the new organization contact instantly in the Karbon app. Without missing a beat, it saves you valuable time and streamlines your processes, ensuring every accepted proposal is promptly responded to with the creation of a new contact in Karbon.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted (signed by all signatories).
- automatically do this!Create Organization Contact
Triggers when a new organization contact is created.
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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.