Karbon + Xero
Create or update Xero contacts when new persons are added in Karbon
This workflow activates when a new contact appears in your Karbon system, instantly updating or creating a corresponding contact in your Xero app. It ensures seamless data transfer between your platforms, eliminating the need for manual data entry and ensuring accurate and up-to-date contact information across your apps. Make your contact management process more efficient with this streamlined automation.
This workflow activates when a new contact appears in your Karbon system, instantly updating or creating a corresponding contact in your Xero app. It ensures seamless data transfer between your platforms, eliminating the need for manual data entry and ensuring accurate and up-to-date contact information across your apps. Make your contact management process more efficient with this streamlined automation.
- When this happens...New Person Contact
Triggers when a new person contact is created.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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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
