Connect InfluencerSoft and Karbon

Both apps 29InfluencerSoft 12Karbon 17

• Trigger
  New Coupon

  Triggers when a new discount coupon is created in InfluencerSoft.

• Trigger
  New Group

  Triggers when a new contact group (subscription list) is created in InfluencerSoft.

• Trigger
  New Product

  Triggers when a new product is created in InfluencerSoft.

• Action
  Add Tag to Lead

  Adds one or more tags to an existing contact, found by email.

• Action
  Add/Update Lead

  Creates a contact, or updates the existing one with the same email, and can add or remove its groups and tags in the same call.

• Action
  Create Order

  Creates an order (invoice) for a customer with one or more products, optionally already paid, with coupon, affiliate and UTM details.

• Action
  List Additional Users

  Returns every additional user (manager) in the account, with their id and name.

• Action
  List Coupons

  Returns every discount coupon in the account, with its id and code.

• Action
  List Groups

  Returns every contact group (subscription list) in the account, with its id, API id and title.

• Action
  List Products

  Returns every product in the account, with its id, system name and title.

• Action
  Remove Lead From List

  Removes an existing contact, found by email, from one or more groups.

• Action
  Remove Tag From Lead

  Removes one or more tags from an existing contact, found by email.

• 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.