Connect Karbon to Scrive

Both apps 27Karbon 17Scrive 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 New Party

  Adds a new party (signer, viewer or approver) to a Scrive document that is still in preparation, and returns the updated document.

• Action
  Cancel document

  Cancels a pending Scrive document so it can no longer be signed, and returns the updated document.

• Action
  Create From PDF

  Creates a new Scrive document in preparation from a PDF file, ready to add parties and start signing.

• Action
  Get document

  Returns a Scrive document's details, including its title, status and parties.

• Action
  Get document main file

  Downloads the main PDF file of a Scrive document (the sealed PDF once the document is signed).

• Action
  List documents

  Returns Scrive documents, optionally filtered (for example by status) and sorted, along with the total number of matching documents.

• Action
  Prolong document

  Extends the signing deadline of a pending or timed-out Scrive document by a number of days and returns the updated document.

• Action
  Remind signatories

  Sends a reminder invitation to every signatory of a pending Scrive document who has not yet signed.

• Action
  Start Signing

  Starts the signing process for a Scrive document in preparation, sending it to its parties according to their delivery methods.

• Action
  Update document

  Updates a Scrive document that is still in preparation, such as its title, parties or signing settings, and returns the updated document.

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