Connect Karbon to Uniqode

Both apps 29Karbon 17Uniqode 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 Feedback Form

  Creates a new feedback form in a Uniqode organization.

• Action
  Add User

  Adds a new user to a Uniqode organization.

• Action
  Create Dynamic QR Code

  Create a new dynamic QR code in your Beaconstac Account.

• Action
  Create Static QR Code

  Creates a static QR Code in Uniqode. A static QR Code encodes its content directly and cannot be edited after creation.

• Action
  Delete QR Code

  Deletes a QR Code from your Uniqode account by its ID.

• Action
  Download QR Code

  Downloads the given QR code.

• Action
  Find QR Code

  Finds QR Codes in the Uniqode account whose name matches the given name.

• Action
  Find User

  Find a user in your account

• Action
  Get Feedback Form

  Fetches a feedback form by ID, including its title, public link, questions and response count. An error occurs if the form is not found.

• Action
  Get QR Code Analytics

  Returns the scan performance of a QR Code (total scans and scans per interval) over a date range.

• Action
  Update Dynamic QR Code

  Updates an existing dynamic QR Code in Uniqode, such as its name, what happens when it is scanned, or its design. Fields left blank are left unchanged.

• Action
  Upload File to Beaconstac

  Uploads a file to your Uniqode (Beaconstac) media library and returns the new media object's ID and URL.

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