Manage Karbon contacts, organizations, client groups, work items and notes, and read invoices, time, users and templates.
Explore 38 workflow actions for Karbon, including account permissions and operation limits.
30 read actions8 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create client group
Write
Create a client group with its members.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contact
Write
Create a contact.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create note
Write
Add a note, optionally linked to work items or clients and assigned with dates.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create organization
Write
Create an organization.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create work item
Write
Create a work item for a client, optionally from a template.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Find contact by your identifier
Read
Read a contact by the identifier you gave it.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Find organization by your identifier
Read
Read an organization by the identifier you gave it.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get client group
Read
Read a client group.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get comment
Read
Read a comment.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get contact
Read
Read a contact, optionally with business cards, client team, client access or service types.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get custom field values
Read
Read a contact's or organization's custom field values.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get invoice
Read
Read an invoice, optionally with line items, payments or data.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get note
Read
Read a note with its comments.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get organization
Read
Read an organization.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get payment
Read
Read a payment.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get team
Read
Read a team with its members.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get tenant settings
Read
Read the account's contact types, work types, work statuses and service types.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get time entry
Read
Read an individual time entry.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get timesheet
Read
Read a timesheet.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get user
Read
Read a user.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get work item
Read
Read a work item.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Get work template
Read
Read a work template.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List client groups
Read
List or filter client groups.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List contacts
Read
List or filter contacts by name, email or phone.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List custom fields
Read
List the account's custom field definitions.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List invoices
Read
List or filter invoices.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List organizations
Read
List or filter organizations.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List payments
Read
List payments.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List roles
Read
List work roles.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List teams
Read
List teams.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List time entries
Read
List or filter individual time entries, up to 1000 at a time.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List timesheets
Read
List or filter timesheets, optionally with their time entries.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List users
Read
List or filter the firm's users.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List work items
Read
List or filter work items.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
List work templates
Read
List or filter work templates.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
Update contact
Write
Change a contact's names, salutation, suffix or privacy level.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update organization
Write
Rename an organization or change its privacy level.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update work item
Write
Change a work item's title, description, dates, assignee or work type.
Permissions and limits
Account permissions
A Karbon API application (Business or Enterprise plan)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Karbon. A saved workflow is not a completed provider action.
Issues & Projects ยท CONNECTION
