Connect Karbon and Mercury Connect

Both apps 31Karbon 17Mercury Connect 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.

• Trigger
  Deleted Opportunity

  Triggers when an opportunity is deleted in Mercury.

• Trigger
  Deleted Person

  Triggers when a person is deleted in Mercury.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Mercury.

• Trigger
  New Person

  Triggers when a new person is created in Mercury.

• Trigger
  Opportunity Status Updated

  Triggers when an opportunity's status changes in Mercury.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is updated in Mercury.

• Trigger
  Updated Person

  Triggers when a person is updated in Mercury.

• Action
  Attach a Person to an Opportunity

  Attaches an existing person to an opportunity as a related party, such as the primary applicant.

• Action
  Create Opportunity

  Creates a new opportunity (loan deal) in Mercury and returns its ID.

• Action
  Create Person

  Creates a new person (contact) in Mercury and returns the new person's ID.

• Action
  Find an Opportunity

  Finds the first opportunity in Mercury whose name matches.

• Action
  Find a Person

  Finds the first person in Mercury whose name matches.

• Action
  Update an Opportunity

  Updates an existing opportunity in Mercury.

• Action
  Update a Person

  Updates an existing person (contact) in Mercury.

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