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Integrate Xama Hub with Karbon to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Xama Hub with Karbon - no code necessary. See how you can get setup in minutes.

Select a trigger from Xama Hub

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from Karbon

An action is what takes place after the automation is triggered. For example, with Karbon, the action could be "Create Person Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Xama Hub to Karbon

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Xama Hub to Karbon integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Xama Hub and Karbon to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Xama Hub and Karbon to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Client Name
      Required
    • Registration Number
    • Primary Contact First Name
    • Primary Contact Middle Name
    • Primary Contact Last Name
    • Primary Contact Email
    • Primary Contact Phone
    • Primary Contact Street
    • Primary Contact City
    • Primary Contact Postcode
    • Primary Contact Country Code
    Action
    Write
    • Name or Email Address
      Required
    Action
    Search
  • Karbon triggers, actions, and search
    Person Contact Updated

    Triggers when a person contact is updated.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search
    Organization Contact Updated

    Triggers when an organization contact is updated.

    Trigger
    Instant
    Try It
    • Client Id
      Required
    • Primary Contact First Name
    • Primary Contact Middle Name
    • Primary Contact Last Name
    • Primary Contact Email
    • Primary Contact Phone
    • Primary Contact Street
    • Primary Contact City
    • Primary Contact Postcode
    • Primary Contact Country Code
    Action
    Write
  • Karbon triggers, actions, and search
    New Person Contact

    Triggers when a new person contact is created.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search
    New Organization Contact

    Triggers when a new organization contact is created.

    Trigger
    Instant
    Try It
    • FirstName
      Required
    • LastName
      Required
    • ClientIdentifier
    • ContactType
    • PreferredName
    • Salutation
    • EmailAddress
    • AddressLine
    • City
    • StateProvinceCounty
    • ZipCode
    • Country
    • PhoneNumber
    Action
    Write

Learn how to automate Xama Hub on the Zapier blog

Learn how to automate Karbon on the Zapier blog

xama-hub logo
xama-hub logo
About Xama Hub
Xama Hub enables the streamlined onboarding of customers through the automation of identity verification and anti money laundering checks.
Related categories
  • Accounting
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
Related categories
  • Project Management

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