I am trying to link Karbon and ignition, via Zapier so that I can set up a new client in Ignition when the status of a Karbon organisation changes to ‘send proposal’.
The problem I run into is that I can easily pick up the change of status and filter this in Zapier so it only changes on a specific status but Ignition needs both an organisation name and a person name in order to set up a new client. I have found no way to link the organisation in Karbon to any directors that I have associated with it, despite the person record appearing under the organisation in Karbon. There doesn't appear to be any link that I can reference although one must exist in order for it to appear in the organisation record.
Any help around this problem is appreciated, thank you