Connect Karbon to Lone Wolf Relationships

Both apps 30Karbon 17Lone Wolf Relationships 13

• 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 activity

  Logs a custom activity (such as a listing view) on a contact's timeline.

• Action
  Add contact note

  Adds a note to a contact in Lone Wolf Relationships.

• Action
  Add contact opportunity

  Creates a buyer or seller opportunity on a contact, with location, budget and timing details.

• Action
  Add contact tag

  Adds a tag to a contact in Lone Wolf Relationships.

• Action
  Add email send

  Creates an email send in Lone Wolf Relationships, emailing the given recipients now or at a scheduled time.

• Action
  Add text message

  Creates a text message to a contact's phone number, sent now or scheduled for later.

• Action
  Create Contact

  Creates a new contact in Lone Wolf Relationships, with optional emails, phone numbers, addresses, tags, notes and custom field values.

• Action
  List contact notes

  Returns every note recorded on a contact.

• Action
  List contacts

  Returns contacts from Lone Wolf Relationships, optionally filtered by a search term or address.

• Action
  List contact statuses

  Returns the contact statuses defined in the Lone Wolf Relationships account, with each status's id and name.

• Action
  List custom fields

  Returns the custom contact fields defined in your Lone Wolf Relationships account, optionally filtered by name.

• Action
  List users

  Returns the users in your Lone Wolf Relationships account.

• Action
  Update contact

  Updates an existing contact in Lone Wolf Relationships, including its names, status, type, emails, phone numbers, addresses, tags and custom values.

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