Connect Karbon to Customer.io

Both apps 27Karbon 17Customer.io 10

• 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
  Create Anonymous Event

  Records an event that isn't tied to a known person yet, such as a page view or an action by a visitor. Include an anonymous id to link the event to a person later.

• Action
  Create Event

  Records an event for a person in Customer.io, which can trigger campaigns or update segments.

• Action
  Delete person

  Deletes a person from your Customer.io workspace, identified by their id, email address or Customer.io id.

• Action
  Get person

  Look up a customer's attributes by customer_id.

• Action
  List segments

  List all manual and data-driven segments in the workspace.

• Action
  Merge people

  Merges a duplicate person into a primary person. The secondary person's attributes and activity move to the primary person, and the secondary person is deleted.

• Action
  Remove people from segment

  Removes people from a manual segment in Customer.io. Data-driven segments can't be changed this way.

• Action
  Send API-triggered broadcast

  Trigger an API-triggered broadcast campaign to send immediately.

• Action
  Send transactional email

  Send a one-off transactional email via a transactional message template.

• Action
  Suppress person

  Deletes a person from your Customer.io workspace and suppresses their identifiers so nobody can be added again with the same id, email or phone. Activity attributed to them is redacted.

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