Connect Karbon to Simpro

Both apps 30Karbon 17Simpro 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
  Create Company Customer

  Creates a company customer in Simpro and returns its ID.

• Action
  Create Contact

  Creates a contact in Simpro and returns its ID.

• Action
  Create Individual Customer

  Creates an individual (person) customer in Simpro and returns its ID.

• Action
  Create Site

  Creates a site (a customer location) in Simpro and returns its ID.

• Action
  Find Company Customer

  Finds company customers in Simpro by company name and returns the matches.

• Action
  Find Contact

  Finds contacts in Simpro by last name and returns the matches.

• Action
  Find Individual Customer

  Finds individual customers in Simpro by last name and returns the matches.

• Action
  Find Job

  Finds jobs in Simpro by name and returns the matches.

• Action
  Find Quote

  Finds quotes in Simpro by name and returns the matches.

• Action
  Find Schedule

  Finds schedules in Simpro by date (YYYY-MM-DD) and returns the matches.

• Action
  Find Site

  Finds sites in Simpro by name and returns the matches.

• Action
  Update Company Customer

  Updates an existing company customer in Simpro.

• Action
  Update Job

  Updates an existing Simpro job's details.

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