Connect Karbon to Valyu

Both apps 27Karbon 17Valyu 10

• 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 deep research task

  Create a new asynchronous DeepResearch task.

• Action
  Delete deep research task

  Permanently deletes a DeepResearch task and its associated data (output, sources, PDF, images). Running or queued tasks must be cancelled first.

• Action
  Find content by query

  Returns up to 20 results (web pages, papers, news, proprietary datasets) that match the specified search query, with extracted content.

• Action
  Find datasources by criteria

  Finds Valyu datasources matching a natural-language description, ranked best-first by relevance.

• Action
  Generate answer

  Answers a question with an AI-written, cited response grounded in real-time search across web, academic, financial and proprietary sources.

• Action
  Get deep research task

  Retrieve the current status, progress and results of a Valyu DeepResearch task.

• Action
  List datasource categories

  Lists all Valyu datasource categories (such as research, healthcare, markets), which can be used to filter the datasources list.

• Action
  List datasources

  Lists the data sources available through Valyu's search API, optionally filtered by category.

• Action
  List deep research tasks

  Lists the DeepResearch tasks created with the connected API key, with each task's id, query, status, creation time and public flag.

• Action
  Update deep research task

  Adds a follow-up instruction to a running DeepResearch task to steer its research. Only accepted before the writing phase begins.

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