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How Zapier works
Zapier makes it easy to integrate Karbon with Keeper - no code necessary. See how you can get setup in minutes.
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 "Lookup Client by Email" in Keeper.
You’re connected!
Zapier seamlessly connects Karbon and Keeper, 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.
Try ItTriggerInstant - New Organization Contact
Triggers when a new organization contact is created.
Try ItTriggerInstant - FirstNameRequired
- LastNameRequired
- ClientIdentifier
- ContactType
- PreferredName
- Salutation
- EmailAddress
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
- PhoneNumber
ActionWrite- NameRequired
- ClientIdentifier
- ContactType
- Website
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
- PhoneNumber
ActionWrite
- Person Contact Updated
Triggers when a person contact is updated.
Try ItTriggerInstant - Organization Contact Updated
Triggers when an organization contact is updated.
Try ItTriggerInstant - IdRequired
- FirstNameRequired
- LastNameRequired
- ClientIdentifier
- ContactType
- PreferredName
- Salutation
- EmailAddress
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
ActionWrite- IdRequired
- NameRequired
- ClientIdentifier
- ContactType
- Website
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
- PhoneNumber
ActionWrite
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Connect Karbon and Keeper to integrate crucial parts of your business
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Frequently Asked Questions about Karbon + Keeper integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Karbon and Keeper
What is Karbon, and how does it integrate with Keeper?
Karbon is a collaborative practice management platform designed for accounting firms, allowing teams to manage workflows, emails, and communication in one place. The integration with Keeper can be facilitated through our automation platform, where you can set triggers such as 'New Contact in Karbon' to initiate actions like 'Create Client in Keeper.'
Can I automatically update contact information between Karbon and Keeper?
Yes, using our integration tools, you can automate the synchronization of contact information. For example, when a new contact is added in Karbon, it can trigger an action to update or create a corresponding contact in Keeper without any manual intervention.
What triggers are available for Karbon and Keeper integration?
Available triggers for this integration include actions like 'New Contact,' 'Updated Task,' or 'New Note' in Karbon. These can be used to initiate corresponding actions in Keeper, such as 'Create Payment,' or 'Log Time.'
How do I handle task management between Karbon and Keeper?
You can automate task management by setting up triggers so that tasks created or updated in Karbon lead to specific actions within Keeper. For example, updating a task status in Karbon could automatically create a time logging entry in Keeper.
Are there any limitations I should be aware of when integrating these two platforms?
While integrating Karbon with Keeper provides seamless automation capabilities, it's important to note that the available triggers and actions will depend on both applications' API capabilities. Currently supported operations are geared towards contact management and task updates.
How do I know if the data transferred between these platforms is secure?
Our integration services ensure data security by using industry-standard encryption protocols during data transfer between Karbon and Keeper. We recommend reviewing our privacy policy for detailed information on how we protect user data.
Is technical support available if I encounter issues with the integration?
Yes, if you encounter any challenges while integrating Karbon with Keeper through our platform, technical support is available to assist you. Our team is equipped to handle inquiries related to trigger setup and action operations between the two platforms.
