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Zapier makes it easy to integrate Karbon with Microsoft Teams - no code necessary. See how you can get setup in minutes.

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Karbon
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Karbon
1. Choose trigger event
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Microsoft Teams
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Microsoft Teams
2. Choose action
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1. Select the event
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Karbon
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Person Contact" from Karbon.

Add your action

An action happens after the trigger—such as "Create Channel" in Microsoft Teams.

You’re connected!

Zapier seamlessly connects Karbon and Microsoft Teams, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Karbon triggers, actions, and search
    New Person Contact

    Triggers when a new person contact is created.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search
    New Organization Contact

    Triggers when a new organization contact is created.

    Trigger
    Instant
    Try It
    • FirstName
      Required
    • LastName
      Required
    • ClientIdentifier
    • ContactType
    • PreferredName
    • Salutation
    • EmailAddress
    • AddressLine
    • City
    • StateProvinceCounty
    • ZipCode
    • Country
    • PhoneNumber
    Action
    Write
    • Name
      Required
    • ClientIdentifier
    • ContactType
    • Website
    • AddressLine
    • City
    • StateProvinceCounty
    • ZipCode
    • Country
    • PhoneNumber
    Action
    Write
  • Karbon triggers, actions, and search
    Person Contact Updated

    Triggers when a person contact is updated.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search
    Organization Contact Updated

    Triggers when an organization contact is updated.

    Trigger
    Instant
    Try It
    • Id
      Required
    • FirstName
      Required
    • LastName
      Required
    • ClientIdentifier
    • ContactType
    • PreferredName
    • Salutation
    • EmailAddress
    • AddressLine
    • City
    • StateProvinceCounty
    • ZipCode
    • Country
    Action
    Write
    • Id
      Required
    • Name
      Required
    • ClientIdentifier
    • ContactType
    • Website
    • AddressLine
    • City
    • StateProvinceCounty
    • ZipCode
    • Country
    • PhoneNumber
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Karbon and Microsoft Teams

Keep team updated about new client contacts

When a new client contact is created in Karbon, Zapier sends a message to your selected Microsoft Teams channel. This ensures your team is always informed about new clients, improving coordination and response times.

Business Owner
Try it
Notify team of updated client details

When a client's details are updated in Karbon, Zapier posts a message in a specific Microsoft Teams channel. This keeps the team tuned into any changes, ensuring ongoing projects remain on track and aligned with client requirements.

Project Management

Learn how to automate Microsoft Teams on the Zapier blog

Make work flow with AI

Level up your Karbon to Microsoft Teams integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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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About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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