--- title: "Connect Karbon and REsimpli - APIANT.ai" description: "When \"New work item\" fires in Karbon, your agent runs \"Add Contact Details to Lead\" in REsimpli." canonical: "https://apiant.ai/connect/karbon-to-resimpli" --- # Connect Karbon and REsimpli When **New work item** fires in [Karbon](https://apiant.ai/connections/karbon), your agent runs **Add Contact Details to Lead** in [REsimpli](https://apiant.ai/connections/resimpli), or **New Agent** in REsimpli 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 REsimpli **4** triggers REsimpli **33** 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 REsimpli 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 REsimpli can do together ### From Karbon to REsimpli - When **New work item** in Karbon then **Add Contact Details to Lead** in REsimpli - When **New work item** in Karbon then **Add Contact to Lead** in REsimpli ### From REsimpli to Karbon - When **New Agent** in REsimpli then **Create Organization Contact** in Karbon - When **New Buyer** in REsimpli 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 REsimpli ## Triggers and actions 5 triggers · 49 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 Agent** Triggers when a new agent is added in REsimpli. - Trigger **New Buyer** Triggers when a new buyer is added in REsimpli. - Trigger **New Lead** Triggers when a new lead is added in REsimpli. - Trigger **New Vendor** Triggers when a new vendor is added in REsimpli. - Action **Add Activity** Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli. - Action **Add Contact Details to Lead** Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead. - Action **Add Contact to Lead** Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact. - Action **Add Tags to Agent** Adds one or more existing agent tags to an agent in REsimpli. - Action **Add Tags to Buyer** Adds one or more existing buyer tags to a buyer in REsimpli. - Action **Add Tags to Lead** Adds one or more existing lead tags to a lead in REsimpli. - Action **Add Tags to Vendor** Adds one or more existing vendor tags to a vendor in REsimpli. - Action **Create Buyer** Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences. - Action **Create Lead** Creates a new lead (property and seller contact) in REsimpli and returns the created lead. - Action **Create Tag** Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more). - Action **Create Vendor** Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting. - Action **Delete Agent** Deletes an agent in REsimpli (soft delete). - Action **Delete Buyer** Deletes a buyer in REsimpli (soft-delete). - Action **Download File** Downloads a file stored on a REsimpli lead, buyer, vendor or agent record. - Action **Get Buyer** Returns the full details of a buyer in REsimpli. - Action **Get Vendor** Returns the full details of a vendor in REsimpli. - Action **List Activities** Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record. - Action **List Agents** Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area. - Action **List Buyers** Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states. - Action **List Call Logs** Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record. - Action **List Contacts** Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term. - Action **List Files** Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text. - Action **List Leads** Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call). - Action **List Vendors** Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas. - Action **Remove Contact from Lead** Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary. - Action **Remove Tags from Agent** Removes one or more tags from an agent in REsimpli. - Action **Remove Tags from Buyer** Removes one or more tags from a buyer in REsimpli. - Action **Remove Tags from Lead** Removes one or more tags from a lead in REsimpli. - Action **Update Agent Status** Moves an agent to another pipeline status in REsimpli, optionally completing open tasks. - Action **Update Buyer Status** Moves a buyer to another pipeline status in REsimpli. - Action **Update Custom Question Answers** Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept. - Action **Update Lead Status** Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks. - Action **Update Vendor Status** Moves a vendor to another pipeline status in REsimpli. ## Each app on its own - [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon) - [ **REsimpli** REsimpli is simple real estate investment software that requires NO customization.](https://apiant.ai/connections/resimpli) 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 REsimpli - [ **HubSpot to REsimpli** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resimpli) - [ **Google Sheets to REsimpli** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-resimpli) - [ **Gmail to REsimpli** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resimpli) - [ **Google Calendar to REsimpli** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resimpli) - [ **Google Drive to REsimpli** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resimpli) - [ **Mailchimp to REsimpli** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-resimpli) Questions ## Karbon and REsimpli, 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 REsimpli when something happens in Karbon? Any of REsimpli's 33 actions, including Create Buyer, Create Lead, Create Tag and Create Vendor. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from REsimpli to Karbon? Yes. When something happens in REsimpli, your agent can act in Karbon too. This page covers both directions: REsimpli's triggers and Karbon's actions are listed here as well. ### ### Do I have to build a connector for Karbon or REsimpli? 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 REsimpli 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.