Connect Foxit eSign and Karbon

Both apps 24Foxit eSign 7Karbon 17

• Trigger
  Document Cancelled

  Triggers when a recipient cancels or declines a Foxit eSign envelope (folder).

• Trigger
  Document Deleted

  Triggers when a Foxit eSign envelope (folder) is deleted.

• Action
  Add folder from PDFs

  Creates a folder of documents for signature from PDF files at public URLs or in base64, with its recipient parties, and optionally sends it right away or opens embedded sending/signing sessions.

• Action
  Cancel folder

  Cancels a sent folder (envelope) so recipients can no longer sign its documents, recording the reason in the folder's history.

• Action
  Find folders by status and date

  Returns the IDs of folders (envelopes) created within a date range, optionally filtered by status such as executed, sent or draft.

• Action
  Get folder

  Returns the full details of a Foxit eSign folder (envelope), including its status, documents and recipient parties.

• Action
  Send signature reminder

  Sends a reminder email to the recipients of a folder (envelope) who have not yet signed it.

• 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.

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