Help with Integrations, Automations and Streamlining

  1. We need to integrate adobe or docusign(whichever fits better), Calendar, Quickbooks, team chat and outlook.

2 Automate cross board data changes so that if we change an item on one board, it updates on another where that same client is listed.

  1. Streamline our process and handing off task.

Hey @Nimah and welcome to the community forums!

There is a ton of great info within these pages and I am sure you will find all the help you need. The team at CarbonWeb is eager to meet with you this afternoon! My Account Executive, Michael Neuman passes on his excitement for your meeting and appreciates that you took the time to schedule with us.

Good luck as you develop your environment!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email :

Hi @Nimah

upstream can help. We are Platinum Partners, Preferred Partners and APAC Partner of the Year for 2020. Based in Australia, we have a global staff network encompassing dedicated teams.

You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialize in integrations and custom requirements. Let’s connect!

Please feel free to return by email directly via alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to meet with you and better understand your objectives at each level.

Meet with Peta

If you’re based in Europe/USA, please use this link for more accommodating meeting times: international clients - special hours

Kind regards,
Peta - upstream

Hi @Nimah

I saw your post and would love to help you in integrating the functionality.

Kindly reach out to me via


I did not have a good experience working with your team. I paid 750 shortly after meeting with your team in November with a 3 week deadline. Now we are in January and I have 0 deliverables. Your team promised me a lot and I went with it and now I have nothing to show for it. I have asked for a refund. I do not recommend this service.