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.
- When this happens...New Organization Contact
Triggers when a new organization contact is created.
- automatically do this!Create Client
Creates a new client.
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New Person Contact
Triggers when a new person contact is created.
Try ItNew Organization Contact
Triggers when a new organization contact is created.
Try ItFirst NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
Phone Number
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number
Person Contact Updated
Triggers when a person contact is updated.
Try ItOrganization Contact Updated
Triggers when an organization contact is updated.
Try ItIdRequired
First NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
IdRequired
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number