Update client records in Airtable, and create organization contacts in Karbon when proposal is moved to acceptance
Update client records in Airtable, and create organization contacts in Karbon when proposal is moved to acceptance
Update client records in Airtable and create organization contacts in Karbon when a proposal moves to awaiting acceptance in Ignition. This ensures accurate data management and improves client onboarding efficiency.
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Overview
Update client records in Airtable and create organization contacts in Karbon when a proposal moves to awaiting acceptance in Ignition. This ensures accurate data management and improves client onboarding efficiency.