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Quickly connect Karbon to ShareFile with a Zapier template.

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Create folders in ShareFile for new person contacts in Karbon
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Karbon + ShareFile
Create folders in ShareFile for new organization contacts in Karbon
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Karbon + ShareFile

Create folders in ShareFile for new person contacts in Karbon

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Karbon + ShareFile

Create folders in ShareFile for new organization contacts in Karbon

Details

Try it

Karbon + ShareFile

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Add Note" in ShareFile.

You’re connected!

Zapier seamlessly connects Karbon and ShareFile, 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.

New Person Contact
Triggers when a new person contact is created.
Trigger
Instant
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New Organization Contact
Triggers when a new organization contact is created.
Trigger
Instant
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- 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
- Search Term
  Required
Action
Search

New Client
Triggers when a new client is created.
Trigger
Polling
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- Folder
  Required
- Description
  Required
- Note Name
  Required
Action
Write

- Parent Folder
  Required
- Name
  Required
- Description
Action
Write
- Folder
  Required
- File
  Required
Action
Write

Person Contact Updated
Triggers when a person contact is updated.
Trigger
Instant
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Organization Contact Updated
Triggers when an organization contact is updated.
Trigger
Instant
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- 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
- Search Term
  Required
Action
Search
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
- URL Name
  Required
- Url
  Required
- Description
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company
- Password
  Required
- Can Reset Password
  Required
- Can View Settings
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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Customers have created over 25 million Zaps on the platform

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

Connect Karbon and ShareFile to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Karbon to ShareFile integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Karbon + ShareFile integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Karbon and ShareFile

How do I integrate Karbon with ShareFile?

To integrate Karbon with ShareFile, you can set up a Zap using our platform. This involves selecting triggers and actions such as 'New Task in Karbon' that prompts 'Upload File to ShareFile'.

Can I automate file uploads from Karbon to ShareFile?

Yes, by choosing the trigger 'New Comment in Karbon' and the action 'Upload File in ShareFile,' files corresponding to specific tasks can be automatically uploaded.

What triggers can I use from Karbon for automating tasks in ShareFile?

Triggers like 'New Task,' 'Task Completed,' or 'New Email Note' in Karbon can initiate various actions in ShareFile, such as file uploads or folder creation.

Are there any limitations when integrating Karbon with ShareFile?

One limitation is that only certain types of data like documents and notes can be automatically handled, and very large files might require separate handling outside our automation.

How do the triggers and actions between Karbon and ShareFile work?

Triggers are events within Karbon that kickstart the automation, while actions are the outcomes on ShareFile. For example, completing a task in Karbon (trigger) could lead to archiving its related documents in ShareFile (action).

Can I customize what happens when a task is completed in Karbon with respect to files on ShareFile?

Yes, upon a task's completion, you could customize it so specific files are either uploaded or updated within designated folders on ShareFile.

Does integrating these platforms require technical expertise?

No extensive technical knowledge is required. We provide an intuitive interface for setting up integrations between Karbon and ShareFile using plain language instructions.

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 moreLearn moreHelpHelp

Related categories

Project Management

About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

HelpHelp

Related categories

Content & Files

Connect Karbon and ShareFile to unlock the power of automation

Set up your first integration

Create folders in ShareFile for new person contacts in Karbon

Create folders in ShareFile for new organization contacts in Karbon

Create folders in ShareFile for new person contacts in Karbon

Create folders in ShareFile for new organization contacts in Karbon

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Karbon and ShareFile to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Frequently Asked Questions about Karbon + ShareFile integrations

Connect Karbon to ShareFile on the world's largest no-code automation platform