Connect Karbon to Slite

Both apps 29Karbon 17Slite 12

• 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
  Archive note

  Archives a Slite note, or restores an archived note, and returns the updated note.

• Action
  Ask Question

  Asks a question in natural language and returns an answer drawn from the Slite notes the connected user can access, along with the notes used as sources.

• Action
  Delete note

  Permanently deletes a note and all of its child notes by ID. This cannot be undone.

• Action
  Fetch Doc

  Returns a Slite doc by its ID, including its title, content, location, review state and any collection attributes.

• Action
  Fetch Sub Docs

  Returns the sub-docs of a Slite doc: its direct children, or its whole subtree when descendants are included.

• Action
  Find groups by query

  Returns the Slite groups whose name matches the search text you provide.

• Action
  Find users by query

  Returns the users whose email address or display name matches the search text.

• Action
  Get group

  Returns a Slite group's name and description by its ID.

• Action
  Get user

  Returns a Slite user's display name, email address, organization role, guest status and archived date.

• Action
  Index AskX Object

  Adds or refreshes a piece of custom content in a Slite custom data source so it can be used by Ask. Returns the indexed object's id, title, URL and last update date.

• Action
  List notes

  Returns the notes in a Slite workspace, optionally filtered by owner or parent note and sorted by last edit or sidebar position.

• Action
  Search Docs

  Returns the docs that match a search text, with optional filters for parent doc, depth, review state, edit dates and archived status.

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