Connect Karbon to Workiz

Both apps 28Karbon 17Workiz 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.

• Action
  Add payment to job

  Add a payment record to a job.

• Action
  Convert lead to job

  Convert an existing lead into a job.

• Action
  Create Job

  Schedules a new job in your Workiz account.

• Action
  Create Lead

  Schedules a new lead in your Workiz account.

• Action
  Get Job

  Fetch a single job's details by UUID.

• Action
  Get Lead

  Fetch a single lead's details by UUID.

• Action
  List Jobs

  Fetch a filtered list of jobs.

• Action
  List Leads

  Fetch a filtered list of leads.

• Action
  List team members

  Lists the active team members in the Workiz account.

• Action
  Update Job

  Update an existing job's information.

• Action
  Update Lead

  Update an existing lead's information.

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