Connect Help Scout and Karbon

Both apps 40Help Scout 23Karbon 17

• Trigger
  New Conversation

  Polls for newly created conversations across mailboxes.

• Trigger
  New Customer

  Polls for newly created customers.

• Trigger
  New Mailbox

  Polls for newly created mailboxes.

• Trigger
  New User

  Polls for newly added users (team members).

• Action
  Add Customer Email

  Add an email address to a customer.

• Action
  Create Customer

  Create a new customer record.

• Action
  Create Note

  Add an internal note thread to a conversation.

• Action
  Create Thread (Reply)

  Add a reply thread to an existing conversation.

• Action
  Delete Conversation

  Delete a conversation by ID.

• Action
  Get Conversation

  Retrieve a single conversation by ID.

• Action
  Get Customer

  Retrieve a single customer by ID.

• Action
  Get Mailbox

  Retrieve a single mailbox by ID.

• Action
  Get User

  Retrieve a single user by ID.

• Action
  List Conversations

  List conversations, optionally filtered by mailbox, status, tag, or query.

• Action
  List Conversation Threads

  List all threads on a conversation.

• Action
  List Customers

  List customers, optionally filtered by email, mailbox, or query.

• Action
  List Mailboxes

  List all mailboxes in the account.

• Action
  List Mailbox Folders

  List the folders within a mailbox.

• Action
  List Tags

  List all tags in the account.

• Action
  List Users

  List all users (team members) in the account.

• Action
  Update Conversation

  Update a conversation's subject, status, mailbox, assignee, or owner via JSON Patch.

• Action
  Update Conversation Tags

  Replace the tags on a conversation.

• Action
  Update Customer

  Update a customer's profile fields.

• 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.