Connect Ekklo and Karbon

Both apps 36Ekklo 19Karbon 17

• Trigger
  New Prospect Created

  Fires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically.

• Trigger
  Prospect Converted to Client

  Triggers when a prospect is converted into a paying client.

• Trigger
  Prospect Deleted

  Triggers when a prospect is removed from your CRM.

• Trigger
  Prospect Stage Changed

  Triggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing).

• Trigger
  Prospect Updated

  Triggers when an existing prospect is modified (any field).

• Action
  Add Note to Prospect

  Adds a free-form note to a prospect (useful for logging calls, emails, meetings).

• Action
  Block Client

  Blocks a client. This action is idempotent.

• Action
  Convert Prospect to Client

  Converts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email.

• Action
  Create Client

  Creates a new client and sends them an invitation email.

• Action
  Create Prospect

  Creates a new prospect in your CRM funnel.

• Action
  Delete Prospect

  Permanently deletes a prospect from your CRM.

• Action
  Find Client by Email

  Finds a client by their exact email address.

• Action
  Find Clients

  Finds clients with optional filters.

• Action
  Find Prospects

  Finds prospects with optional filters (free-text search, stage).

• Action
  Move Prospect to Stage

  Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing).

• Action
  Resend Invitation

  Resends the invitation email to a client.

• Action
  Unblock Client

  Unblocks a client. This action is idempotent.

• Action
  Update Client

  Updates an existing client. Only provided fields are changed.

• Action
  Update Prospect

  Updates an existing prospect. Only provided fields 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.