Connect GoSquared and Karbon

Both apps 29GoSquared 12Karbon 17

• Trigger
  User Entered Smart Group

  Triggers when a user enters a specific Smart Group.

• Trigger
  User Exited Smart Group

  Triggers when a user exits a specific Smart Group.

• Action
  Add transaction

  Records a purchase transaction in GoSquared Ecommerce Analytics and People CRM, optionally linked to a person or visitor.

• Action
  Create or Update Profile

  Creates a GoSquared People profile or updates an existing one with the properties you supply, including custom properties.

• Action
  Get now overview

  Returns a realtime overview of a GoSquared project, including visitors online, active pages and historical visitor minimums, maximums and averages.

• Action
  Get person

  Returns a single People CRM profile with all the properties set on it.

• Action
  List chats

  Returns the active live chat conversations for a GoSquared project.

• Action
  List people

  Returns people from GoSquared People CRM, optionally searched by a term, filtered, and sorted.

• Action
  List sites

  Returns all GoSquared projects/sites the account owns or has shared access to.

• Action
  List smart groups

  Returns all Smart Groups saved in GoSquared People CRM for a project, including the filters each one applies.

• Action
  Track Event

  Tracks a custom event in a GoSquared project, optionally tied to a People profile or anonymous visitor.

• Action
  Track Pageview

  Records a pageview for a visitor on a page of your GoSquared project.

• 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.