Karbon + Sage Intacct
Create new Sage Intacct contacts from new organization contacts in Karbon
With this workflow, when a new organization contact is added in Karbon, it seamlessly creates a corresponding contact in Sage Intacct. This automation not only streamlines your contact management but also ensures data consistency across both platforms. Stay organized and efficient as you scale up your operations without the need for manual data entry.
With this workflow, when a new organization contact is added in Karbon, it seamlessly creates a corresponding contact in Sage Intacct. This automation not only streamlines your contact management but also ensures data consistency across both platforms. Stay organized and efficient as you scale up your operations without the need for manual data entry.
- When this happens...New Organization Contact
Triggers when a new organization 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