--- title: "Connect Karbon and OnceHub - APIANT.ai" description: "When \"New work item\" fires in Karbon, your agent runs \"Create Contact\" in OnceHub." canonical: "https://apiant.ai/connect/karbon-to-oncehub" --- # Connect Karbon and OnceHub When **New work item** fires in [Karbon](https://apiant.ai/connections/karbon), your agent runs **Create Contact** in [OnceHub](https://apiant.ai/connections/oncehub), or **Booking Completed** in OnceHub 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 OnceHub **15** triggers OnceHub **17** 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 OnceHub 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 OnceHub can do together ### From Karbon to OnceHub - When **New work item** in Karbon then **Create Contact** in OnceHub - When **New work item** in Karbon then **Update Contact** in OnceHub ### From OnceHub to Karbon - When **Booking Completed** in OnceHub then **Create Organization Contact** in Karbon - When **Contact Updated** in OnceHub 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 OnceHub ## Triggers and actions 16 triggers · 33 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 **Booking Canceled** Triggers when a OnceHub booking is canceled by the customer or by someone on your team. - Trigger **Booking Cancelled and Rescheduled** Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page. - Trigger **Booking Completed** Triggers when a OnceHub booking's end time has passed and the meeting is marked completed. - Trigger **Booking Lifecycle Event** Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it. - Trigger **Booking No-Show** Triggers when a OnceHub booking is marked as a no-show. - Trigger **Booking Rescheduled** Triggers when a OnceHub booking is rescheduled to a new time. - Trigger **Booking Scheduled** Triggers when a new OnceHub booking is scheduled. - Trigger **Contact Captured** Triggers when a new contact is captured in OnceHub. - Trigger **Contact Lifecycle Event** Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place. - Trigger **Contact Updated** Triggers when an existing OnceHub contact is updated. - Trigger **Conversation Abandoned** Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned. - Trigger **Conversation Closed** Triggers when a OnceHub chatbot conversation is closed. - Trigger **Conversation Lifecycle Event** Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it. - Trigger **Conversation Started** Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts. - Trigger **Reassigned Booking** Triggers when a OnceHub booking is reassigned to a different host. - Action **Cancel Booking** Cancels a OnceHub booking, optionally with a reason and without emailing the customer. - Action **Create Contact** Creates a new contact in OnceHub. Give at least an email address or a mobile number. - Action **Create One-Time Booking Link** Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration. - Action **Delete Contact** Deletes a contact from OnceHub. - Action **Find Contact** Finds a OnceHub contact by email address. - Action **Get Available Time Slots** Returns the open meeting times on a OnceHub booking calendar for the window you choose. - Action **Get Booking Calendar** Returns one OnceHub booking calendar with its host, public link and meeting length. - Action **Get Booking Details** Returns one OnceHub booking with its time, customer details and booking form answers. - Action **Get Contact** Returns one OnceHub contact with its details and custom fields. - Action **Get Contact's Future Meetings** Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give. - Action **List Booking Calendars** Lists the booking calendars in your OnceHub account. - Action **List Bookings** Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range. - Action **List Contacts** Lists the contacts in your OnceHub account, with optional email and date filters. - Action **Mark Booking as No-Show** Marks a OnceHub booking as a no-show. - Action **Reassign Booking** Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use. - Action **Request Reschedule** Asks the customer to pick a new time for a OnceHub booking, optionally telling them why. - Action **Update Contact** Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value. ## Each app on its own - [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon) - [ **OnceHub** Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.](https://apiant.ai/connections/oncehub) 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 OnceHub - [ **Alegra to OnceHub** Alegra is an accounting and billing app designed for Latin American managers.](https://apiant.ai/connect/alegra-to-oncehub) - [ **Breeze to OnceHub** Breeze is a simple project management tool that enables teams to plan, track and organize their work.](https://apiant.ai/connect/breeze-to-oncehub) - [ **Google Sheets to OnceHub** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-oncehub) - [ **Google Calendar to OnceHub** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-oncehub) - [ **Google Drive to OnceHub** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-oncehub) - [ **Notion to OnceHub** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-oncehub) Questions ## Karbon and OnceHub, 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 OnceHub when something happens in Karbon? Any of OnceHub's 17 actions, including Create Contact, Create One-Time Booking Link, Update Contact and Find Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OnceHub to Karbon? Yes. When something happens in OnceHub, your agent can act in Karbon too. This page covers both directions: OnceHub's triggers and Karbon's actions are listed here as well. ### ### Do I have to build a connector for Karbon or OnceHub? 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 OnceHub 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.