Connect ConnectWise Manage and Karbon

Both apps 31ConnectWise Manage 14Karbon 17

• Trigger
  New Territory

  Triggers when a new territory (called a location in the ConnectWise API) is added in ConnectWise Manage.

• Trigger
  New Ticket Note

  Triggers when a new note is added to a ConnectWise Manage service ticket.

• Trigger
  New/Updated Contact

  Triggers when a contact is created or updated in ConnectWise Manage.

• Trigger
  New/Updated Project

  Triggers when a project is created or updated in ConnectWise Manage.

• Trigger
  New/Updated Ticket

  Triggers when a service ticket is created or updated in ConnectWise Manage.

• Action
  Attach a File to a Record

  Attaches a file from a URL to a ConnectWise Manage record such as a ticket, company, contact or project.

• Action
  Create Company

  Creates a new company in ConnectWise Manage.

• Action
  Create Ticket Note

  Adds a note to a ConnectWise Manage service ticket.

• Action
  Find Company

  Finds a company in ConnectWise Manage by name and returns the first match.

• Action
  Find Contact

  Finds a contact in ConnectWise Manage by email address.

• Action
  Find File

  Finds a file attached to a ConnectWise Manage record (ticket, company, contact, project and so on), optionally by title.

• Action
  Find Ticket

  Finds a service ticket in ConnectWise Manage by summary, returning the newest match.

• Action
  Update Company

  Updates an existing company in ConnectWise Manage; only the fields you fill in are changed.

• Action
  Update Ticket

  Updates an existing ConnectWise Manage service ticket; only the fields you fill in are changed.

• Trigger
  New work item

  Triggers when a new work item is created in Karbon.

• Action
  Add client group

  Creates a new client group in Karbon, optionally with members, owner, manager and client team.

• Action
  Add note

  Creates a note in Karbon, optionally assigned to a user and linked to work items, contacts, organizations or client groups.

• Action
  Add work item

  Creates a new work item for a client in Karbon.

• Action
  Create Organization Contact

  Creates a new Organization contact in Karbon.

• Action
  Create Person Contact

  Creates a new person Contact in Karbon and returns the created Contact record.

• Action
  Find an Organization Contact

  Finds Organization contacts in Karbon matching a full name, email address, external key or contact type, and returns the matching organizations.

• Action
  Find a Person Contact

  Finds person contacts in Karbon by email address, full name, phone number, contact type or external key, and returns the matches.

• Action
  Get work item

  Returns the details of a single Karbon work item, including its client, dates, status, fee settings and role assignments.

• Action
  List invoices

  Returns the invoices in your Karbon account, optionally filtered by invoice status and sorted.

• Action
  List timesheets

  Returns a list of timesheets from your Karbon account, optionally filtered by date, user, work item or status, with their time entries if requested.

• Action
  List users

  Returns the users in your Karbon account, optionally filtered by name or email address.

• Action
  List work items

  Returns the work items in your Karbon account, optionally filtered and sorted.

• Action
  Update client group

  Renames an existing Karbon client group by changing its full name.

• Action
  Update Organization Contact

  Updates the name or privacy level of an existing Organization contact in Karbon.

• Action
  Update Person Contact

  Updates the name details or privacy level of an existing Person Contact in Karbon.

• Action
  Update work item

  Updates a Karbon work item's title, description, dates, assignee, work type, role assignments or status. Fields left blank are not changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.