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SuiteFiles Release Notes - March 2023

March 22, 2023

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The SuiteFiles x Karbon integration is here!

The Karbon and SuiteFiles integration will bring your Karbon contact and organization data into SuiteFiles.  

Karbon Integration Overview

With SuiteFiles and Karbon integrated, you can:

  • Populate your client documents and emails in SuiteFiles with organization data from Karbon.
  • Look up Karbon contacts in SuiteFiles and invite them to the SuiteFiles Connect portal
  • Look up Karbon contacts in SuiteFiles to request their signature
  • See if a SuiteFiles Client folder has found its Karbon match. A Karbon icon will appear in the Integrations column in the Clients folder

Why leave it there?

To find out more about SuiteFiles

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