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.

Update client records in Airtable, and create organization contacts in Karbon when proposal is moved to acceptance

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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.

Update client records in Airtable, and create organization contacts in Karbon when proposal is moved to acceptance