Karbon + OneDrive
Create OneDrive folders for new organization contacts in Karbon
If you have a well-managed system of folders in for each of your clients, you'll want your accounting tool to pass information to those folders. This integration helps by automatically creating a folder in OneDrive with info from a new organization contact in Karbon. You won't have to manually create folders for new contacts again.
If you have a well-managed system of folders in for each of your clients, you'll want your accounting tool to pass information to those folders. This integration helps by automatically creating a folder in OneDrive with info from a new organization contact in Karbon. You won't have to manually create folders for new contacts again.
- When this happens...New Organization Contact
Triggers when a new organization contact is created.
- automatically do this!Create Folder
Creates a new folder.
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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
