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:
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The basics of Zapier and how to get started
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The most common accounting firm apps that can be streamlined with Zapier
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10 essential automations to create in Zapier that will save you hours each week
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How to synchronize data between common tools including Typeform, Pipedrive, Mailchimp, Slack, Practice Ignition, Karbon and more