Connect Karbon and Wonderchat

Both apps 28Karbon 17Wonderchat 11

• 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 Chatlog

  Triggers when a new conversation (chatlog) starts on a Wonderchat chatbot.

• Action
  Add Pages

  Adds web pages to a Wonderchat chatbot's knowledge base.

• Action
  Add Tags to Chatlog

  Adds one or more tags to a Wonderchat chatlog.

• Action
  Ask Question

  Asks a Wonderchat chatbot a question and returns its answer, the conversation ID and the sources it used.

• Action
  Delete Pages

  Removes web pages from a Wonderchat chatbot's knowledge base.

• Action
  Delete Tags from Chatlog

  Removes one or more tags from a Wonderchat chatlog.

• Action
  Get Messages

  Returns every message in a Wonderchat chatlog, user and bot, with timestamps.

• Action
  List Chatlogs

  Returns Wonderchat chatlogs, newest first, with contact details and message transcripts.

• Action
  Update Chat Feedback

  Sets a Wonderchat chatlog's feedback to Good or Bad.

• Action
  Update Chatlog Info

  Sets contact and lead details (name, email, phone, your own user ID) on a Wonderchat chatlog; fields left blank are not changed.

• Action
  Update Message Feedback

  Marks a single Wonderchat bot message as helpful or not helpful, with an optional comment.

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