STEP 1
Connect Fergus and Karbon
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Fergus and Karbon Integration
Connect Fergus and Karbon to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Fergus and Karbon
Detailed info you need to know about Fergus and Karbon integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Fergus to Karbon
Set up your Fergus and Karbon integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Fergus and Karbon nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Fergus and Karbon. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Fergus and Karbon work in WEXTL?
WEXTL exposes actions and triggers for Fergus and Karbon that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Fergus triggersKarbon actions
Fergus modules
- Accept a QuoteAccepts a quote in the system and confirms the transaction.
- Archive a SiteArchives a site.
- Create a Calendar EventCreates a new calendar event.
- Create a ContactCreates a new contact.
- Create a CustomerCreates a new customer.
- Create a JobCreates a new job in the system.
- Create a Job PhaseCreates a new phase for a job.
- Create a Job QuoteCreates a new quote for a job.
- Create a SiteCreates a new site.
- Create an EnquiryCreates a new enquiry.
- Decline a QuoteDeclines a quote in the service.
- Delete a Calendar EventDeletes a calendar event from the specified calendar.
- Delete a CustomerDeletes an existing customer.
- Finalize a JobMarks a job as finalized.
- Get a Calendar EventRetrieves an existing calendar event.
- Get a ContactRetrieves a specific contact.
- Get a CustomerRetrieves a specific customer.
- Get a Customer InvoiceRetrieves a specific customer invoice.
- Get a FavouriteRetrieves favourites for a specific section.
- Get a JobRetrieves a specific job.
- Get a Job Financial SummaryRetrieves the financial summary for a job.
- Get a Job PhaseRetrieves a specific job phase.
- Get a Job Phase Financial SummaryRetrieves the financial summary for a job phase.
- Get a Job QuoteRetrieves a specific job quote.
- Get a Price BookRetrieves a specific price book.
- Get a Price Book ItemRetrieves a specific price book item.
- Get a Pricing TierRetrieves a specific pricing tier.
- Get a QuoteRetrieves a quote using its GUID.
- Get a SiteRetrieves a specific site.
- Get a UserRetrieves a single user.
- Get an EnquiryRetrieves an enquiry.
- List Calendar EventsRetrieves all calendar events.
- List ContactsRetrieves all contacts.
- List Customer InvoicesRetrieves all customer invoices.
- List CustomersRetrieves all customers.
- List EnquiriesRetrieves all enquiries.
- List FavouritesRetrieves all favourites.
- List Job PhasesRetrieves all phases for a job.
- List Job QuotesRetrieves all quotes for a job.
- List JobsRetrieves all jobs.
- List NotesRetrieves all notes and their replies.
- List Price Book ItemsRetrieves items in a price book.
- List Price BooksRetrieves all price books.
- List Pricing TiersRetrieves all pricing tiers.
- List SitesRetrieves all sites.
- List Stock on HandRetrieves stock on hand across all phases.
- List Stock on Hand by PhaseRetrieves stock on hand for a job phase.
- List Time EntriesRetrieves all time entries.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
Karbon modules
- Add Team MembersAdds one or more users to a Karbon team.
- Create a Client GroupCreates a new client group in Karbon.
- Create a ContactCreates a new contact in Karbon.
- Create a Custom Field DefinitionCreates a new custom field definition in Karbon.
- Create a Manual PaymentRecords a manual payment against a Karbon invoice.
- Create a NoteCreates a new note in Karbon.
- Create a UserCreates a new user in Karbon.
- Create a Work ItemCreates a new work item in Karbon.
- Create a Work ScheduleCreates a new recurring work schedule in Karbon.
- Create an ExpenseCreates a new expense on a Karbon timeline.
- Create an OrganizationCreates a new organization in Karbon.
- Delete a Custom Field DefinitionDeletes a custom field definition from Karbon by its key.
- Delete a Manual PaymentDeletes a manual payment from Karbon by its key.
- Download a FileDownloads a single Karbon file by its key.
- Get a Business CardRetrieves a single business card from Karbon by its key.
- Get a Client GroupRetrieves a single client group from Karbon by its key.
- Get a Client Group by User Defined IdentifierRetrieves a single client group from Karbon by its user defined identifier.
- Get a CommentRetrieves a single comment from Karbon by its key.
- Get a ContactRetrieves a single contact from Karbon by its key.
- Get a Contact by User Defined IdentifierRetrieves a single contact from Karbon by its user defined identifier.
- Get a File by TokenRetrieves a Karbon file using its file token.
- Get a NoteRetrieves a single note from Karbon by its ID.
- Get a PaymentRetrieves a single payment from Karbon by its key.
- Get a TeamRetrieves a single Karbon team, including its members.
- Get a TimesheetRetrieves a single timesheet from Karbon by its key.
- Get a UserRetrieves a single user from Karbon by their ID.
- Get a Work ItemRetrieves a single work item from Karbon by its key.
- Get a Work ScheduleRetrieves a single work schedule from Karbon by its key.
- Get a Work TemplateRetrieves a single work template from Karbon by its key.
- Get an Estimate SummaryRetrieves a single estimate summary of a Karbon work item by its key.
- Get an Individual Time EntryRetrieves a single individual time entry from Karbon by its key.
- Get an Integration TaskRetrieves a single integration task from Karbon by its key.
- Get an InvoiceRetrieves a single invoice from Karbon by its key.
- Get an OrganizationRetrieves a single organization from Karbon by its key.
- Get an Organization by User Defined IdentifierRetrieves a single organization from Karbon by its user defined identifier.
- Get Custom Field ValuesRetrieves the custom field values stored on a Karbon entity.
- Get File DetailsRetrieves the details of a single Karbon file by its key.
- Get Tenant SettingsRetrieves the contact and work settings of the Karbon tenant.
- List Client GroupsSearches the client groups in Karbon and returns the matching entries.
- List ContactsSearches the contacts in Karbon and returns the matching entries.
- List Custom Field DefinitionsRetrieves the custom field definitions of the Karbon tenant.
- List Estimate SummariesRetrieves the estimate summaries of a Karbon work item.
- List FilesRetrieves the files attached to a Karbon entity.
- List Individual Time EntriesSearches the individual time entries in Karbon and returns the matching entries.
- List Integration Task DefinitionsRetrieves the integration task definitions available in Karbon.
- List Integration TasksSearches the integration tasks in Karbon and returns the matching entries.
- List InvoicesSearches the invoices in Karbon and returns the matching entries.
- List OrganizationsSearches the organizations in Karbon and returns the matching entries.
- List PaymentsSearches the payments in Karbon and returns the matching entries.
- List RolesRetrieves the roles defined in Karbon.
Frequently asked questions
Common questions about connecting Fergus and Karbon.
Connect your Fergus and Karbon accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Fergus's "Watch Calendar Events" fires, WEXTL can "Add Team Members" in Karbon. Fergus has 12 triggers (including Watch Calendar Events, Watch Contacts, and Watch Customer Invoices); Karbon has 73 actions (including Add Team Members, Create a Client Group, and Create a Contact). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Fergus-to-Karbon automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Fergus (or Karbon) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Fergus + Karbon automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Fergus and Karbon integration.
- Fergus and Karbon integration source code, module specs and credentials implementation.
- Our Fergus and Karbon integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Fergus and Karbon — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Fergus integration information
- Karbon integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library