Connect Karbon to Posh

Both apps 29Karbon 17Posh 12

• 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 blocked number

  Adds a phone number to a Posh account's block list.

• Action
  Add calendar event

  Adds a new event to your Posh calendar, optionally recurring.

• Action
  Add message note

  Adds a note to a Posh message.

• Action
  Create Contact

  Creates a contact in Posh, optionally with an email address and a phone number.

• Action
  Create Email Assist

  Submits an email assist request asking the Posh receptionist team to handle a task for you.

• Action
  Delete contact

  Deletes a contact from your Posh account.

• Action
  Get account

  Returns a Posh account record, including its billing details, phone numbers, invoices and users.

• Action
  List calendar events

  Returns the signed-in user's calendar events, optionally limited to a start and end date range.

• Action
  List contacts

  Returns all contacts of the signed-in Posh user, including their contact methods.

• Action
  List messages

  Returns messages taken for you (and optionally an account or location) within a date range, plus text conversations.

• Action
  Send SMS

  Sends an SMS text message from one of your Posh phone numbers to a destination number.

• Action
  Update contact

  Updates an existing contact's name, title or business.

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