Ignition + Karbon

Ignition + Karbon integrations

Create new Karbon persons contacts from accepted proposals in Ignition

Manage your business contacts with ease using this Ignition and Karbon workflow. When a proposal gets accepted in Ignition, this automation immediately creates a new person contact in Karbon. It simplifies your contact management, saving you time and ensuring seamless communication between your business applications.

When this happens...
Proposal AcceptedTriggers when a proposal is accepted.
TriggerInstant
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Create Person ContactTriggers when a new person contact is created.
ActionWrite

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More things you can do with Ignition and Karbon

Discover other triggers and actions you can use with Ignition and Karbon

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers when a proposal is accepted, once for each service. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Trigger
Instant
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- Client Name
  Required
- Deal Name
  Required
- Default Contact Name
  Required
- Client Email
  Required
- External Client ID
Action
Write
- Client Slug
  Required
Action
Search

New Person Contact
Triggers when a new person contact is created.
Trigger
Instant
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New Organization Contact
Triggers when a new organization contact is created.
Trigger
Instant
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- FirstName
  Required
- LastName
  Required
- ClientIdentifier
- ContactType
- PreferredName
- Salutation
- EmailAddress
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
- PhoneNumber
Action
Write
- Name
  Required
- ClientIdentifier
- ContactType
- Website
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
- PhoneNumber
Action
Write
- Search Term
  Required
Action
Search

Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Trigger
Instant
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- Client Name
  Required
- Default Contact Name
  Required
- Default Contact Email
  Required
- External Client ID
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write
- Client Slug
  Required
- Client Name
  Required
- Default Contact Name
- Default Contact Email
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- External Client ID
Action
Write
- Client Name
  Required
- Client Email
  Required
- External Client ID
Action
Search
Person Contact Updated
Triggers when a person contact is updated.
Trigger
Instant
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Organization Contact Updated
Triggers when an organization contact is updated.
Trigger
Instant
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- Id
  Required
- FirstName
  Required
- LastName
  Required
- ClientIdentifier
- ContactType
- PreferredName
- Salutation
- EmailAddress
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
Action
Write
- Id
  Required
- Name
  Required
- ClientIdentifier
- ContactType
- Website
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
- PhoneNumber
Action
Write
- Search Term
  Required
Action
Search

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

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Related categories

Proposal & Invoice Management

Similar apps

Zoho Invoice

Proposal & Invoice Management, Zoho

Wave

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Qwilr

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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 moreLearn moreHelpHelp

Related categories

Project Management

Related Zap Templates

Create Karbon organization contacts for new accepted proposals in Ignition

Create new Ignition clients from new Karbon person contacts

Create new Ignition clients from new Karbon organization contacts