Connect karbon and sare to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between karbon and sare?

To start, connect both your karbon and sare accounts to viaSocket. Once connected, you can set up a workflow where an event in karbon triggers actions in sare (or vice versa).

Can we customize how data from karbon is recorded in sare?

Absolutely. You can customize how karbon data is recorded in sare. This includes choosing which data fields go into which fields of sare, setting up custom formats, and filtering out unwanted information.

How often does the data sync between karbon and sare?

The data sync between karbon and sare typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from karbon to sare?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between karbon and sare?

Yes, you can set conditional logic to control the flow of data between karbon and sare. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

karbon

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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sare

About sare

SARE is a omnichannel platform that helps you communicate and analyze your clients.

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