Connect Karbon and TESS

Both apps 32Karbon 17TESS 15

• 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 Memory

  Triggers when a new memory is added in Tess, optionally only in one collection.

• Action
  Create Memory

  Creates a Tess memory, optionally inside a memory collection.

• Action
  Create Memory Collection

  Creates a Tess memory collection.

• Action
  Delete File

  Deletes a file uploaded to Tess.

• Action
  Delete Memory

  Deletes a Tess memory.

• Action
  Execute an Agent

  Sends a message to a Tess agent, waits for it to finish, and returns the generated content.

• Action
  Execute Long Running Agent

  Starts a Tess agent without waiting and returns the execution response ID to fetch the result later.

• Action
  Find Agent Details

  Returns one Tess agent's details, including the input fields it asks for when executed.

• Action
  Find Agent Execution Response

  Returns the status and generated content of one agent execution.

• Action
  Find Agents

  Searches your Tess agents by text or type and returns their details.

• Action
  Get File

  Returns one file uploaded to Tess.

• Action
  List Files

  Lists files uploaded to Tess, newest first by default.

• Action
  List Memories

  Lists Tess memories, optionally only those in one collection.

• Action
  List Memory Collections

  Lists Tess memory collections, optionally filtered by name.

• Action
  Update Memory

  Updates the text or collection of a Tess memory.

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