Better Proposals + Karbon

Create new Karbon organization contacts from new Better Proposals proposals

When a new proposal is created in Better Proposals, this workflow ensures it promptly creates a corresponding Organization Contact in Karbon. This improves your team's efficiency by reducing manual data entry, keeping your contact information up to date, and streamlining your company’s proposal management process. Enjoy the benefits of this workflow which offers a seamless connection between Better Proposals and Karbon.

When a new proposal is created in Better Proposals, this workflow ensures it promptly creates a corresponding Organization Contact in Karbon. This improves your team's efficiency by reducing manual data entry, keeping your contact information up to date, and streamlining your company’s proposal management process. Enjoy the benefits of this workflow which offers a seamless connection between Better Proposals and Karbon.

  1. When this happens...
    Better ProposalsBetter Proposals
    New Proposal

    Triggers when a new proposal is created.

    TriggerScheduled
  2. automatically do this!
    KarbonKarbon
    Create Organization Contact

    Triggers when a new organization contact is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
karbon logo
karbon logo

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.
Learn more

Related categories

  • Project Management