INTEGRATIONS
Automate tasks, standardize common processes, schedule data collection and scale onboarding when you integrate Karbon and Ignition.
Don’t spend time creating workflows from scratch. Build your work templates and link to your Ignition services so they populate your workflow each time your proposal is accepted.
When a proposal is accepted, work is created for that client including any automated tasks. This helps you reduce your onboarding time.
By connecting Ignition and Karbon, new clients that you engage will automatically be created in Karbon once they’ve accepted your online proposal.
Make manual double-handling a thing of the past, so your team is free to focus on what matters most - your clients.
From the minute your client accepts their Ignition proposal, Karbon will come into its own. The result? A seamless client onboarding workflow that will bring a smile to your face—every time. Onboarding is now a streamlined dream. What’s more, your team can get started right away. No wasted time. No forgotten tasks. Even more reasons to smile.
Any services your clients accept in Ignition will trigger the linked Karbon template to automatically create work items. And once the work items are created, nominated team members can get to work on their scheduled work items.
Karbon is a collaboration tool that acts as a work and communication hub for medium and large accounting businesses. Karbon combines email, internal communications and powerful workflows to align your team in a single place where they can collaborate and increase your capacity to deliver on time—and on budget.
Karbon is a collaboration platform that acts as a work and communication hub for medium and large businesses. It offers functionalities such as email integration, internal communication, workflow management, task management, client collaboration, CRM, work templates and more.
Learn more about Karbon
Support for this integration
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