Connect pima and karbon to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between pima and karbon?

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

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

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

How often does the data sync between pima and karbon?

The data sync between pima and karbon 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 pima to karbon?

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 pima and karbon?

Yes, you can set conditional logic to control the flow of data between pima and karbon. 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.

pima

About pima

Pima helps businesses ingest incoming requests for security documents, sign NDAs with prospects, and share watermarked reports on demand.

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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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