Connect Karbon and Snitcher

Both apps 30Karbon 17Snitcher 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.

• Trigger
  New Organisation

  Triggered when a new company is identified visiting your website in the selected Snitcher workspace.

• Trigger
  Organisation Enters Segment

  Triggered when a company first appears in the selected Snitcher segment.

• Action
  Create Custom Field

  Creates a new custom field definition on organisations in a Snitcher workspace.

• Action
  Create Tag

  Creates a new tag in a Snitcher workspace so it can be applied to organisations.

• Action
  Find Contacts

  Returns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain.

• Action
  Find Organisation

  Looks up an organisation in a Snitcher workspace by company name and returns the first match.

• Action
  Get User Profile

  Returns the name, email and id of the Snitcher user the connection belongs to.

• Action
  List Custom Fields

  Returns all custom field definitions set up on organisations in a Snitcher workspace.

• Action
  List Segments

  Returns all segments defined in a Snitcher workspace.

• Action
  List Sessions

  Returns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters.

• Action
  List Workspaces

  Returns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags.

• Action
  Reveal Contact Email

  Uses a Snitcher email-reveal credit to return the email address of a known organisation contact.

• Action
  Search Organisations

  Searches the organisations in a Snitcher workspace using advanced field filters.

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