Connect incwo and Karbon

Both apps 35incwo 18Karbon 17

• Trigger
  New invoice

  Triggered when a new invoice is created

• Action
  Add invoice

  Creates a draft invoice (or credit note) with its lines in incwo in one atomic call. incwo always creates invoices as drafts; numbering happens when the invoice is confirmed in incwo.

• Action
  Add opportunity

  Create a lead/opportunity (CRM: Leads and opportunities). POST to the opportunities collection .xml per docs.

• Action
  Create Contact

  Creates a Contact

• Action
  Create Firm

  Creates a Firm

• Action
  Create Task

  Creates a Task

• Action
  Find Contact

  Finds a contact

• Action
  Find Firm

  Searches your incwo firms (companies) by keyword and returns the ones that match.

• Action
  Get contact

  Retrieves a single incwo contact by its ID.

• Action
  Get firm

  Get a firm by id.

• Action
  Get invoice

  Returns one incwo invoice (or draft credit note) with its party, lines, totals and progress.

• Action
  Get opportunity

  Returns one incwo opportunity (lead) with its topic, client, stage, amount and confidence.

• Action
  Get task

  Returns one incwo task by its id, with its title, content, due date, assignment and status.

• Action
  List contacts

  List contacts, paginated with ?page=N and date filters.

• Action
  List firms

  Lists firms (companies) in incwo, optionally narrowed by search text or field filters and sorted.

• Action
  Update contact

  Update a contact.

• Action
  Update firm

  Update a firm.

• Action
  Update task

  Update a project task.

• 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.