--- title: "Connect Karbon and Omnisend - APIANT.ai" description: "When \"New work item\" fires in Karbon, your agent runs \"Add email template\" in Omnisend." canonical: "https://apiant.ai/connect/karbon-to-omnisend" --- # Connect Karbon and Omnisend When **New work item** fires in [Karbon](https://apiant.ai/connections/karbon), your agent runs **Add email template** in [Omnisend](https://apiant.ai/connections/omnisend), or **New Contact** in Omnisend to **Create Organization Contact** in Karbon. Describe the whole flow and it is built, tested on every scenario and kept running. Karbon **1** trigger Karbon **16** actions Omnisend **2** triggers Omnisend **36** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Karbon and Omnisend to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Karbon and Omnisend can do together ### From Karbon to Omnisend - When **New work item** in Karbon then **Add email template** in Omnisend - When **New work item** in Karbon then **Add tags to contacts** in Omnisend ### From Omnisend to Karbon - When **New Contact** in Omnisend then **Create Organization Contact** in Karbon - When **Updated Contacts** in Omnisend then **Create Person Contact** in Karbon Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Karbon and Omnisend ## Triggers and actions 3 triggers · 52 actions - 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 Contact** Triggers when a new contact is added to your Omnisend account, optionally limited to a subscription status, segment or tag. - Trigger **Updated Contacts** Triggers when a contact is created or updated in Omnisend, newest changes first. - Action **Add email template** Creates a new email template in Omnisend with a name, general style settings and content sections. - Action **Add product** Creates a product in your Omnisend catalog, with optional variants, images, categories and tags. - Action **Add product category** Creates a new product category in your Omnisend store. - Action **Add segment** Creates a new contact segment in Omnisend from a name and a set of condition rules. - Action **Add tags to contacts** Adds one or more tags to contacts chosen by contact ID, email, phone number or segment. Tagging happens in the background, so tags may take a moment to appear. - Action **Cancel Campaign** Cancels a scheduled or paused campaign (or a started email campaign) in Omnisend and marks it as canceled. - Action **Copy Campaign** Creates a new draft copy of an existing campaign, including its content, audience and settings. The copy is named "Copy of: " followed by the original name. - Action **Create Campaign** Creates a new draft campaign (email or SMS; regular, A/B test or booster) in Omnisend and returns the created campaign. - Action **Create Subscriber** Creates a subscriber (contact) in Omnisend, or updates the existing contact with the same email address. - Action **Delete Campaign** Deletes a campaign from your Omnisend account. - Action **Delete Email Template** Deletes an email template from your Omnisend account by its ID. - Action **Delete Image** Deletes an image from the Omnisend image library by its ID. - Action **Delete product** Deletes a product from the Omnisend product catalog by its ID. - Action **Delete Segment** Permanently deletes a segment in Omnisend. - Action **Find Campaign** Returns a single Omnisend campaign by its ID, including its name, status, channel, audience, content and sending settings. - Action **Find Campaigns** Returns campaigns whose name contains the given text, optionally filtered by status, channel, type and created/updated dates. - Action **Find Email Template** Returns a single email template, including its name, layout sections and general settings, looked up by its ID. - Action **Find Email Templates** Returns email templates whose names contain the given text. - Action **Find Image** Returns a single image from your Omnisend image library by its ID, including its URL, size and dimensions. - Action **Find Images** Returns images in your Omnisend library whose names contain the search text. - Action **Find Segment** Returns an Omnisend segment by its ID, including its name, status and condition rules. - Action **Find Segments** Finds segments whose name contains the given text. - Action **Get contact** Returns a single Omnisend contact by its ID, including profile details, identifiers, tags, segments and custom properties. - Action **Get product** Returns a single product from your Omnisend catalog by its ID, including its variants, images, categories and stock status. - Action **Get Segment Statistics** Returns statistics for a segment, including how many contacts it currently contains. - Action **Import Email Template** Creates a new Omnisend email template by importing raw HTML. Returns the created template. - Action **List contacts** Returns Omnisend contacts, optionally filtered by email, phone, subscription status, segment, tag or last-update time. - Action **Remove tags from contacts** Removes one or more tags from contacts chosen by contact ID, email, phone number or segment. Omnisend processes the removal in the background. - Action **Render Email Template** Renders an email template and returns its full HTML body for preview. - Action **Send Customer Event** Sends a customer event (custom or recommended) to Omnisend for a contact, creating or updating the contact and triggering any automations based on that event. - Action **Update Campaign** Updates a draft campaign's name, language, content, audience, sending settings, booster or A/B test settings. Only campaigns still in draft can be updated. - Action **Update contact** Updates an existing Omnisend contact by its ID, changing only the fields you fill in, and returns the updated contact. - Action **Update email template** Fully replaces an existing Omnisend email template's name, sections and general settings, and returns the updated template. - Action **Update product** Replaces an existing product in your Omnisend catalog with the details you provide. Fields left blank are not kept from the previous version. - Action **Update segment** Updates an existing segment's name and rules. The segment can't be updated while it is being built. - Action **Upload Image** Uploads an image to your Omnisend image library from a publicly accessible URL and returns the stored image details. ## Each app on its own - [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon) - [ **Omnisend** Omnisend is a marketing automation platform built for growing ecommerce businesses that have graduated their...](https://apiant.ai/connections/omnisend) Reviews ## What our customers say ## More from Karbon - [ **Karbon to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/karbon-to-salesforce) - [ **Karbon to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/karbon-to-slack) - [ **Karbon to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/karbon-to-mailchimp) - [ **Karbon to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/karbon-to-stripe) - [ **Karbon to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/karbon-to-shopify) - [ **Karbon to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/karbon-to-quickbooks-online) ## More into Omnisend - [ **HubSpot to Omnisend** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-omnisend) - [ **Google Sheets to Omnisend** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-omnisend) - [ **Gmail to Omnisend** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-omnisend) - [ **Google Calendar to Omnisend** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-omnisend) - [ **Google Drive to Omnisend** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-omnisend) - [ **Mailchimp to Omnisend** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-omnisend) Questions ## Karbon and Omnisend, answered ### ### What can start an automation from Karbon? Any of Karbon's 1 trigger in the catalog, including New work item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Omnisend when something happens in Karbon? Any of Omnisend's 36 actions, including Create Campaign, Create Subscriber, Send Customer Event and Update Campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Omnisend to Karbon? Yes. When something happens in Omnisend, your agent can act in Karbon too. This page covers both directions: Omnisend's triggers and Karbon's actions are listed here as well. ### ### Do I have to build a connector for Karbon or Omnisend? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Karbon and Omnisend without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.