Box + Karbon

Create folders in Box for new Karbon person contacts

Streamline your contact management and document organization processes with this Karbon to Box workflow. When a new contact gets added in Karbon, a corresponding folder will be created in your Box account. This seamless workflow ensures your records are consistently updated, keeping your files organized and easily accessible.

Streamline your contact management and document organization processes with this Karbon to Box workflow. When a new contact gets added in Karbon, a corresponding folder will be created in your Box account. This seamless workflow ensures your records are consistently updated, keeping your files organized and easily accessible.

  1. When this happens...
    KarbonKarbon
    New Person Contact

    Triggers when a new person contact is created.

    TriggerInstant
  2. automatically do this!
    BoxBox
    Create Folder

    Triggers when you add a new folder.

    ActionWrite
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Supported triggers and actions

  • 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
    • IdRequired

    • First NameRequired

    • Last NameRequired

    • Client Identifier

    • Contact Type

    • Preferred Name

    • Salutation

    • Email Address

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    Action
    Write
    • IdRequired

    • NameRequired

    • Client Identifier

    • Contact Type

    • Website

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    • Phone Number

    Action
    Write
box logo
box logo

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.
Learn more

Related categories

  • File Management & Storage

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karbon logo

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 more

Related categories

  • Project Management