Connect Karbon to Peaka

Both apps 27Karbon 17Peaka 10

• 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.

• Action
  Add connection

  Creates a new data source connection in a Peaka project.

• Action
  Add query

  Creates a saved SQL query (plain or materialized) in a Peaka project, optionally inside a folder.

• Action
  Delete connection

  Deletes a connection from a Peaka project. Any catalogs using this connection lose access to their data source.

• Action
  Delete query

  Permanently deletes a saved query from a Peaka project.

• Action
  Get query

  Returns a single saved query in a Peaka project by its ID, including its SQL, type, schedule and folder location.

• Action
  List connections

  Lists all connections (authenticated links to external data sources) in a Peaka project.

• Action
  List projects

  Lists all projects within a Peaka workspace.

• Action
  List queries

  Returns all saved queries in a Peaka project, including each query's folder path when it sits in a folder.

• Action
  Run Peaka Query (With Line Item Support)

  Runs a SQL statement, a saved query, or a query builder request in a Peaka project and returns the result rows as line items.

• Action
  Update query

  Updates the display name, SQL, type or schedule of an existing Peaka query. Fields left blank keep their current values.

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