Ignition + Karbon

Create new Ignition clients from new Karbon person contacts

With this workflow, as soon as a new person makes contact in the Karbon app, it kickstarts the process of creating a new client in the Ignition app. This automated system not only provides timely responsiveness but erases the need for manual data entry, ensuring a more efficient, streamlined approach to client management.

With this workflow, as soon as a new person makes contact in the Karbon app, it kickstarts the process of creating a new client in the Ignition app. This automated system not only provides timely responsiveness but erases the need for manual data entry, ensuring a more efficient, streamlined approach to client management.

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

    Triggers when a new person 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.
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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 more

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