Ignition + Karbon

Create new Ignition clients from new Karbon organization contacts

Ensure seamless workflow between Karbon and Ignition with this automation. Every time a new contact is added in Karbon, it will create a new client in Ignition promptly. This streamlines your operations, helping you maintain an updated client list across both platforms without manual intervention.

Ensure seamless workflow between Karbon and Ignition with this automation. Every time a new contact is added in Karbon, it will create a new client in Ignition promptly. This streamlines your operations, helping you maintain an updated client list across both platforms without manual intervention.

  1. When this happens...
    KarbonKarbon
    New Organization Contact

    Triggers when a new organization contact is created.

    TriggerInstant
  2. automatically do this!
    IgnitionIgnition
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
ignition logo
ignition logo

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
Learn moreHelp

Related categories

  • Proposal & Invoice Management

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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 moreHelp

Related categories

  • Project Management