Connect Karbon to Bland AI

Both apps 33Karbon 17Bland AI 16

• 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.

• Action
  Add Contact

  Adds a contact to Bland. If a contact with the same phone number, email or external ID already exists, that contact is returned instead of creating a duplicate.

• Action
  Add Knowledge Base

  Creates a new Bland knowledge base item from text you provide, so your AI agents can search it during calls.

• Action
  Add Pathway

  Create a new, empty conversational pathway in Bland AI.

• Action
  Delete Knowledge Base

  Delete a knowledge base item.

• Action
  Delete Pathway

  Delete a conversational pathway.

• Action
  Find Contacts by criteria

  Finds a contact matching the specified phone number, email or external ID.

• Action
  Get Batch

  Retrieve metadata for a specific batch.

• Action
  Get Contact

  Retrieve a Bland contact by ID, including identifiers, memories and metadata.

• Action
  Get Knowledge Base

  Retrieves a specific knowledge base item by ID, including its status, metadata and file information.

• Action
  Get Pathway

  Returns a conversational pathway in your Bland account, including its name, description, nodes and edges.

• Action
  List Contacts

  Lists the contacts in your Bland organization, including each contact's identifiers and memories.

• Action
  List Knowledge Bases

  Lists the knowledge base items in your Bland organization, including their name, status and type.

• Action
  List Pathways

  Returns all conversational pathways in the Bland account, including each pathway's name, description, nodes and edges.

• Action
  Update Contact

  Update an existing contact's information.

• Action
  Update Knowledge Base

  Updates a knowledge base item's name and/or description. The item's content is not changed.

• Action
  Update Pathway

  Updates a conversational pathway's name, description, nodes and edges. 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.