Connect Karbon and Remindlo

Both apps 27Karbon 17Remindlo 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.

• Trigger
  Campaign Enrolled

  Triggers when a contact is being enrolled to a campaign.

• Trigger
  Contact Updated

  Triggers when a contact in Remindlo was updated.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Action
  Create Contact

  Creates a contact in Remindlo, or updates the existing one when the phone number or email already belongs to a contact. Optionally enrols the contact in campaigns in the same call.

• Action
  Enroll in Campaign

  Enrols an existing Remindlo contact in a reminder campaign. Enrolling the same contact twice is harmless and reports already_enrolled.

• Action
  Find Campaign

  Returns the SMS campaigns whose name matches the specified campaign name (case-insensitive).

• Action
  Find Contact

  Finds Remindlo contacts by email, phone, id, or a free-text search plus filters. Returns the matching contacts and the first match.

• Action
  Get Contact by ID

  Finds a specific contact based on its ID.

• Action
  List Campaigns

  Lists every SMS-capable campaign in the Remindlo account.

• Action
  List Contacts

  Lists contacts in your Remindlo account, newest first by default, with optional filters for search text, tags, consent, recurring status and due/created dates.

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