Connect Karbon to Clever Elements

Both apps 31Karbon 17Clever Elements 14

• 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 list

  Creates a new subscriber list in your Clever Elements account, with an optional description.

• Action
  Add Subscriber

  Adds a subscriber to a Clever Elements subscriber list without double opt-in, optionally setting personalization fields. An existing subscriber's personalization fields are overwritten.

• Action
  Add subscriber field

  Creates a new subscriber (personalization) field in your Clever Elements account.

• Action
  Delete list

  Deletes a subscriber list from your Clever Elements account. Subscribers on the list are kept in the account.

• Action
  Delete subscriber

  Deletes a subscriber from your Clever Elements account by subscriber ID.

• Action
  Find subscriber by email

  Finds a subscriber by email address and returns their subscriber ID, personalization field values and the newsletters they have received.

• Action
  Get list details

  Returns one subscriber list's details by list ID: its name, description, and subscriber and unsubscriber counts. Fails if the list is not found.

• Action
  Get subscriber

  Returns a subscriber's subscription status on each list: the list ID with the times they subscribed and unsubscribed.

• Action
  List lists

  Returns every subscriber list in the Clever Elements account, with each list's ID and name.

• Action
  List subscriber fields

  Returns every subscriber personalization (custom) field defined in the Clever Elements account, with its ID, name, description and type.

• Action
  List subscribers

  Returns every subscriber on a Clever Elements list, with each subscriber's ID, email address and subscribe/unsubscribe times.

• Action
  Unsubscribe Subscriber From All List

  Unsubscribes a subscriber from every subscriber list in the Clever Elements account. The subscriber record itself is kept.

• Action
  Unsubscribe Subscriber From List

  Unsubscribes a subscriber from one Clever Elements list. The subscriber stays in the account and on any other lists.

• Action
  Update Subscriber

  Updates an existing subscriber's personalization fields in a Clever Elements list, identified by email address.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.