Karbon and Salesflare

Project Management karbonhq.com ↗

How to connect Karbon

Via Zapier — 10 operations available. Set it up ↗

What you can automate

When new Person Contact in Karbon, find or create contact in Salesflare.
When person Contact Updated in Karbon, find or create contact in Salesflare.
When new Organization Contact in Karbon, find or create account in Salesflare.
When organization Contact Updated in Karbon, find or create account in Salesflare.
When new Account in Salesflare, create Organization Contact in Karbon.

About Karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.

Karbon operations on Zapier

Triggers (4)

Start a workflow when this happens

New Organization Contact — Triggers when a new organization contact is created.
New Person Contact — Triggers when a new person contact is created.
Organization Contact Updated — Triggers when an organization contact is updated.
Person Contact Updated — Triggers when a person contact is updated.

Actions (4)

Things Salesflare can make it do

Create Organization Contact — Creates a new organization contact.
Create Person Contact — Creates a new person contact.
Update Organization Contact — Updates an organization contact.
Update Person Contact — Updates a person contact.

Searches (2)

Look up existing records

Find a Person Contact — Search for a person contact by name or email address.
Find an Organization Contact — Search for an organization contact by name or email address.