Connect Karbon to Rezdy

Both apps 30Karbon 17Rezdy 13

• 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 availability

  Creates a new availability session for a Rezdy product at a specific start time, with its seat count and optional price overrides. Returns the created session.

• Action
  Add booking

  Creates a new booking in Rezdy for one or more products and returns its order number.

• Action
  Add customer

  Creates a new customer in your Rezdy account and returns the created customer record.

• Action
  Delete booking

  Cancels an existing Rezdy booking and returns the cancelled booking. Rezdy notifies the customer unless notifications are turned off, and refunds Automated Payment bookings.

• Action
  Find availability

  Returns the sessions of one or more products in a date range, with seats available and pricing for each session.

• Action
  Find bookings

  Returns the bookings that match your search, such as a customer name, order status, product, tour date or creation date.

• Action
  Find customers

  Returns customers whose first or last name, company name or email match the search text.

• Action
  Get booking

  Returns one Rezdy booking by its order number, including the customer, booked items, participants, payments and booking fields.

• Action
  Get customer

  Returns a customer by their Rezdy ID, including contact details, address and marketing preferences. An error occurs if the customer is not found.

• Action
  Get product

  Returns one Rezdy product by its product code, including its price options, images, extras and booking fields.

• Action
  Update availability

  Updates one session of a product, identified by its local start time, changing its total seats, seats available, or session prices. Returns the updated session.

• Action
  Update booking

  Updates an existing booking's customer, booking fields, participant details, pickup location and reseller details. Details you leave blank keep their current values.

• Action
  Update product

  Updates an existing Rezdy product's details, booking fields and price options, and returns the updated product.

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