Connect Karbon to Trustmary

Both apps 29Karbon 17Trustmary 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
  Add Custom field

  Create a new custom field with type, code, label, options and entities.

• Action
  Add Review connection

  Adds a new review connection so third-party reviews are imported into Trustmary, either from the review page URL or from a review service and its page ID.

• Action
  Create/Update Contact

  Creates a Contact

• Action
  Delete Contact

  Deletes a Trustmary contact identified by email address.

• Action
  Delete Custom field

  Deletes a custom field from your Trustmary organization.

• Action
  Delete Review connection

  Deletes a Trustmary review connection by its ID or slug.

• Action
  Get Custom field

  Retrieves a single Trustmary custom field definition by its ID.

• Action
  Get Review connection

  Retrieve a review connection by its ID or slug.

• Action
  List Contacts

  List contacts, optionally filtered by email.

• Action
  List Review connections

  Lists the review connections (connected review sources such as Google Maps) in your Trustmary organization, latest first.

• Action
  Update Custom field

  Updates an existing Trustmary custom field definition.

• Action
  Update Review connection

  Updates the slug and/or title of a Trustmary review connection, identified by its ID or slug.

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