Karbon and Ignition offer a seamless workflow integration, providing enhanced capabilities for managing client engagement and automating work creation between the two platforms. This integration facilitates the automatic deployment of Karbon Work Items from Ignition based on accepted proposals, streamlining client onboarding and service delivery processes.
Key Features and Benefits
The integration between Karbon and Ignition provides several advantages for accounting firms:
Automated Work Deployment: Automatically generates Karbon Work Items when proposals are accepted in Ignition, ensuring efficient initiation of services.
Centralized Client Data: Enables synchronization of client information between Karbon and Ignition, maintaining accurate and consistent records across both systems.
Streamlined Workflow: Allows linking of Ignition services directly to Karbon Work Templates, automating the assignment of tasks and deliverables.
Efficiency: Reduces manual data entry and administrative overhead by automating the transition from proposal to active work.
The Ignition integration is a premium feature. For details on utilizing this integration, refer to Ignition's documentation or contact their support team.
Note: The management and configuration of the Karbon integration are handled directly within the Ignition platform.
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