Karbon + ShareFile

Karbon + ShareFile integrations

Create folders in ShareFile for new person contacts in Karbon

Effortlessly organize your new Karbon contacts by creating a dedicated folder in ShareFile for each person. With this automation, whenever a new person is added to your Karbon app, a corresponding folder will be generated in ShareFile. This process ensures a smooth, well-organized storage system, allowing for easier document management and access.

When this happens...
New Person ContactTriggers when a new person contact is created.
TriggerInstant
automatically do this!
Create FolderCreates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
ActionWrite

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More things you can do with Karbon and ShareFile

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

New Person Contact
Triggers when a new person contact is created.
Trigger
Instant
Try It
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
- Name
  Required
- ClientIdentifier
- ContactType
- Website
- AddressLine
- City
- StateProvinceCounty
- ZipCode
- Country
- PhoneNumber
Action
Write
- Search Term
  Required
Action
Search

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- Folder
  Required
- Description
  Required
- Note Name
  Required
Action
Write

- Parent Folder
  Required
- Name
  Required
- Description
Action
Write
- Folder
  Required
- File
  Required
Action
Write

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
Try It
- 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
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
- URL Name
  Required
- Url
  Required
- Description
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company
- Password
  Required
- Can Reset Password
  Required
- Can View Settings
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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.

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Related categories

Project Management

About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

HelpHelp

Related categories

Content & Files

Related Zap Templates

Create folders in ShareFile for new organization contacts in Karbon

Related Zap Templates

Create folders in ShareFile for new organization contacts in Karbon