Connect Karbon and NotePM

Both apps 39Karbon 17NotePM 22

• 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 Comment

  Triggers when a new comment is added to a NotePM page.

• Trigger
  New Note

  Triggers when a new note is created in your NotePM team.

• Trigger
  New Page

  Triggers when a new page is created in NotePM.

• Trigger
  New Page or Updated Page

  Triggers when a NotePM page is created or updated.

• Action
  Archive Note

  Archives a NotePM note.

• Action
  Create Comment

  Adds a comment to a NotePM page.

• Action
  Create Folder

  Creates a folder in a NotePM note.

• Action
  Create Note

  Creates a note in your NotePM team.

• Action
  Create Page

  Creates a page in a NotePM note.

• Action
  Create Tag

  Creates a tag in NotePM.

• Action
  Delete Note

  Deletes a NotePM note.

• Action
  Delete Page

  Deletes a NotePM page.

• Action
  Get Note

  Returns one NotePM note by its note code, including its name, description, scope and members.

• Action
  Get Page

  Returns one NotePM page with its title, body and tags.

• Action
  Get User

  Returns one NotePM user by user code.

• Action
  List Folders

  Returns the folders in a NotePM note.

• Action
  List Notes

  Returns the notes in your NotePM team.

• Action
  List Tags

  Returns the tags in your NotePM team with their page counts.

• Action
  List Users

  Returns the users in your NotePM team.

• Action
  Search Pages

  Searches NotePM pages by text, note or tag.

• Action
  Update Note

  Updates a NotePM note's name, description or scope.

• Action
  Update Page

  Updates a NotePM page's title or body.

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