Using Zapier with Karbon to help automate your workflow

  • 27 October 2020
  • 12 replies
  • 500 views
Using Zapier with Karbon to help automate your workflow
Userlevel 4
Badge +4

Zapier is a great tool that allows you to connect your Karbon account with more than 2,000 apps. You can sync your data with different cloud accounting solutions, sales and marketing tools, CRMs and much more. 

 

Here are a few of our favorite “Zaps” that can help you automate your workflow and save you hours within your week. 

 

Keeping your contacts up-to-date with your cloud accounting software:

One benefit of this ‘Zap’ is that as you make updates to important client details within Karbon you can ensure that your other databases will stay in-sync with this Zap

 

Trigger: Person/Organization Contact Updated in Karbon

Action: Create & Update Contact in your cloud accounting app

You can also do this in reverse. For example, if a new client is updated in your cloud accounting solution, you can automatically update a new contact in Karbon.

Trigger: Contact Updated in accounting software

Action: Update Person/Organization Contact in Karbon

Possible apps: QuickBooks Online, Freshbooks

View the template for linking Karbon to Freshbooks

 

Create folders in your document management system for your Karbon contacts

If you have a well-managed system of folders in your document management system for each of your clients, you can create a new folder automatically every time a new client is created in Karbon.

If you only want folders created for clients, add a filter that searches to ensure the contact has the contact type, Client.

Trigger: Person/Organization Contact Created in Karbon

Optional Filter: Contact Type = Client

Action: Create Folder

Possible apps: DropBox, Box, OneDrive/ Sharepoint

View the template for linking Karbon with Dropbox

 

Create a new contact if a prospect books a meeting

If you use Calendly to schedule meetings with clients and potential clients, have them created in Karbon as new contacts the moment they provide their details.

Trigger: Invitee Created in Calendly

Action: Create Person/Organization Contact in Karbon*

*You may want to create an additional step first, to search for existing Karbon contacts and make sure your invitee doesn’t already exist. 

Possible apps: Calendly

View the template for linking Karbon with Calendly

 

What ‘Zaps’ are you currently using? 
 

Interested in learning more about the ‘Zaps’ you can create? Or maybe want to learn the basics? 

 

Register here for our webinar on Zapier automations where they will cover the following: 

  • The basics of Zapier and how to get started

  • The most common accounting firm apps that can be streamlined with Zapier

  • 10 essential automations to create in Zapier that will save you hours each week

  • How to synchronize data between common tools including Typeform, Pipedrive, Mailchimp, Slack, Practice Ignition, Karbon and more


12 replies

Awesome! We will have to dig into this more!

Badge

I have found the Zapier integrations between Calendly, Karbon and MailChimp as life changing. No more manual exports of data from one system to the other.

 

It is awesome seeing our MailChimp subscribers increasing every day as we meet new prospective clients as well.

 

What other systems have people integrated via Zapier?

Userlevel 5
Badge +3

@wozza07 on the webinar today with @heathersatterley she walked through a whole host including to Google Forms, QBO, Xero, Gmail, Office365, Mailchimp, Sharefile, Slack, PayPal, and Stripe. If you want to see the webinar between her and I, go to: https://karbonhq.com/resources/best-zapier-automations-for-accounting-firms/

Badge

Thanks @Ian Vacin, I signed up for the webinar and could not attend, so am keen to listen to the recording soon. 

Userlevel 1

Would be really nice if there were more than only four triggers from Karbon, and their all only to do with contacts. Would love a to trigger some actions when work is updated or completed as well. 

Userlevel 2
Badge +3

Any plan to increase the integrations using zapier?

Userlevel 3
Badge +1

Would be really nice if there were more than only four triggers from Karbon, and their all only to do with contacts. Would love a to trigger some actions when work is updated or completed as well. 

 

Agreed. So much more functionality is exposed via the API but Zapier is much easier to use. It would be great if zapier capability included more -- or all of the API functionality.

Userlevel 3
Badge +2

@Alison_Janecic You can do those items using a Webhook Subscription.

@lbernstein You can access the API through Zapier. The best of both worlds.

Userlevel 1

@Alison_Janecic You can do those items using a Webhook Subscription.
 

Thank you for your suggestion. I did look at the Webhooks but Zapier is so much easier to use. 

 

Userlevel 3
Badge +2

@Alison_Janecic You can use Zapier to receive the subscription.
If you are looking for something specific I could look at building it for you.

Userlevel 1

@Alison_Janecic You can use Zapier to receive the subscription.
If you are looking for something specific I could look at building it for you.

Happy to chat! I wouldn’t know where to begin and really don’t have the time to learn and implement Karbon. 

Userlevel 3
Badge +2

@Alison_Janecic Here’s a link to my calendar: https://calendly.com/paulautomationnstuff

Reply