Integrate Karbon with Retently

Trigger NPS/CSAT surveys after significant client interactions or project milestones, sync client contact details and interaction history, and use feedback scores to improve client service and workflow efficiency.

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About Karbon

Karbon is a collaborative practice management platform for accounting firms that facilitates communication and workflows. It helps manage contacts and interactions for improved efficiency.

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Karbon to Retently

1

New Person Contact

Triggers when a new person contact is created.
2

New Organization Contact

Triggers when a new organization contact is created.
3

Person Contact Updated

Triggers when a person contact is updated.
4

Organization Contact Updated

Triggers when an organization contact is updated.
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Retently to Karbon

1

Create Person Contact

Creates a new person contact.
2

Create Organization Contact

Creates a new organization contact.
3

Find Person Contact

Searches for a person contact by name or email address.
4

Update Person Contact

Updates a person contact.
5

Update Organization Contact

Updates an organization contact.
6

Find Organization Contact

Searches for an organization contact by name or email address.

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