Karbon + Sage Intacct
Create new contacts in Sage Intacct from new person contacts in Karbon
Initiate a seamless workflow everytime a new contact is established in Karbon. This automation creates a corresponding contact in Sage Intacct, bridging your apps in real-time. Keep track of your contacts across platforms, minimizing manual data entry and ensuring consistency across your operations. Be on top of your client relationships without extra effort.
Initiate a seamless workflow everytime a new contact is established in Karbon. This automation creates a corresponding contact in Sage Intacct, bridging your apps in real-time. Keep track of your contacts across platforms, minimizing manual data entry and ensuring consistency across your operations. Be on top of your client relationships without extra effort.
- When this happens...New Person Contact
Triggers when a new person contact is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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New Person Contact
Triggers when a new person contact is created.
Try ItNew Organization Contact
Triggers when a new organization contact is created.
Try ItFirst NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
Phone Number
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number
Person Contact Updated
Triggers when a person contact is updated.
Try ItOrganization Contact Updated
Triggers when an organization contact is updated.
Try ItIdRequired
First NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
IdRequired
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number