Karbon and RowShare

Easily integrate Karbon and RowShare without any code.

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.

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with Karbon through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in Karbon

Or the other way round:

When this happens in Karbon

Automatically do that in RowShare

Karbon Triggers and Actions

Below is a list of triggers and actions available on Karbon via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

Organization Contact Updated

Triggers when an organization contact is updated.

Person Contact Updated

Triggers when a person contact is updated.

New Organization Contact

Triggers when a new organization contact is created.

New Person Contact

Triggers when a new person contact is created.

and more triggers

Karbon doesn't offer (yet) any Trigger on Zapier.

Actions

Update Organization Contact

Updates an organization contact.

Update Person Contact

Updates a person contact.

Create Organization Contact

Creates a new organization contact.

Create Person Contact

Creates a new person contact.

and more actions

Karbon doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.