Connect Karbon and Lunatask

Both apps 34Karbon 17Lunatask 17

• 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.

• Trigger
  New Task

  Triggers when a new task is created in Lunatask.

• Action
  Create Journal Entry

  Creates a journal entry for a given date.

• Action
  Create Note

  Creates a note, optionally in a notebook. Returns the new note.

• Action
  Create Person

  Creates a person (relationship). Returns the new person.

• Action
  Create Person Timeline Note

  Adds a note to a person's memory timeline for a given date.

• Action
  Create Task

  Creates a task in an area of life, optionally inside a goal. Returns the new task.

• Action
  Delete Note

  Deletes a note by its ID.

• Action
  Delete Person

  Deletes a person (relationship) by ID.

• Action
  Delete Task

  Deletes a task by its ID.

• Action
  Get Person

  Returns one person (relationship) by ID.

• Action
  Get Task

  Returns one task by its ID.

• Action
  List Notes

  Returns all notes in the account, optionally only those created from a given source and source ID.

• Action
  List People

  Returns all people (relationships), optionally only those created from a given source and source ID.

• Action
  List Tasks

  Returns all tasks in the account, optionally only those created from a given source and source ID.

• Action
  Track Habit Activity

  Records that a habit was performed on a given date.

• Action
  Update Note

  Updates a note's name, content, notebook or date. New content replaces the existing content.

• Action
  Update Task

  Updates a task's name, note, status, priority, schedule or other attributes. Returns the updated task.

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