Karbon Integration

Manage contacts, organizations, work items, invoices, and time entries in Karbon practice management. Turn Karbon project events into automated updates across your delivery stack. When Watch Contacts arrives, trigger Get a Business Card or Get a Client Group so teams stay aligned automatically.

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Supported triggers and actions for Karbon integration

Triggers can detect changes in Karbon and run actions that can create, search or modify data inside Karbon automatically [3] — exactly how you set them.

Watch ContactsTriggers when a contact is created or updated in Karbon.
Watch EventsTriggers instantly when a selected Karbon event type occurs, such as a contact or work change.
Watch FilesTriggers when a new file is attached to a Karbon entity.
Watch Individual Time EntriesTriggers when a new individual time entry is created in Karbon.
Watch Integration TasksTriggers when a new integration task is created in Karbon.
Watch InvoicesTriggers when an invoice is created or updated in Karbon.
Watch OrganizationsTriggers when an organization is created or updated in Karbon.
Watch Work TemplatesTriggers when a work template is created or updated in Karbon.
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.
List TeamsRetrieves the teams defined in Karbon.
List TimesheetsSearches the timesheets in Karbon and returns the matching entries.
List UsersSearches the users in Karbon and returns the matching entries.
List Work ItemsSearches the work items in Karbon and returns the matching entries.
List Work TemplatesSearches the work templates in Karbon and returns the matching entries.
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.
Make an API CallSends a custom authorized request to the Karbon API.
Remove a Team MemberRemoves a user from a Karbon team.
Reverse a Manual PaymentReverses a manual payment in Karbon on the given reversal date.
Update a Business CardUpdates a single business card in Karbon by its key.
Update a Client Group (Full)Replaces all fields of a client group in Karbon.
Update a Client Group (Partial)Partially updates a client group in Karbon, changing only the fields you provide.
Update a Contact (Full)Replaces all fields of a contact in Karbon.
Update a Contact (Partial)Partially updates a contact in Karbon, changing only the fields you provide.
Update a Work Item (Full)Replaces all fields of a work item in Karbon.
Update a Work Item (Partial)Partially updates a work item in Karbon, changing only the fields you provide.
Update a Work Schedule (Full)Replaces all fields of a work schedule in Karbon.
Update a Work Schedule (Partial)Partially updates a work schedule in Karbon, changing only the fields you provide.
Update an Estimate SummaryUpdates an estimate summary of a Karbon work item by its key.
Update an Integration TaskUpdates an existing integration task in Karbon by its key.
Update an Organization (Full)Replaces all fields of an organization in Karbon.
Update an Organization (Partial)Partially updates an organization in Karbon, changing only the fields you provide.
Update Custom Field ValuesReplaces the custom field values stored on a Karbon entity.
Upload a FileUploads a file to Karbon and links it to an entity.

How to integrate Karbon in automation workflow?

3 simple steps to make your Karbon connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Karbon in workflow

Pick Karbon app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Karbon

When prompted, authorize access to Karbon in WEXTL once. Karbon credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Karbon account. Approve?

STEP 3

Build a workflow

Build your workflow with Karbon yourself or with WEXTL® AI Builder. Connect Karbon to any available integrations [5], or use HTTP node to go beyond them.

Karbon

How Karbon connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Karbon app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Karbon supports.

Full Karbon API documentation

The following table illustrates what fields Karbon integration require during authorization flow inside our workflow builder [4].

Demonstration of Karbon connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Bearer TokenRequired	password	The Authorization token (a 36-character GUID) for your API Application. Find it in Karbon UI -> Settings -> Connected Apps -> API Applications -> your application.
Access KeyRequired	password	The AccessKey, a JWT starting with eyJ..., issued with the token from the same API Application. Find it in Karbon UI -> Settings -> Connected Apps -> API Applications -> your application.

Connect Karbon to popular apps on WEXTL

Enter a name of the other app you want to sync with Karbon below. Click on selected app to explore integration options with Karbon. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Karbon integration

Select Watch Work Templates trigger from Karbon - this will be a starting point in your automation. Whenever event happens in Karbon, workflow will start [7] from Watch Work Templates node.

Search for Create a Work Item, connect it as the next step of integration sequence. You can use filters between Watch Work Templates and Create a Work Item, so only important data pass from Watch Work Templates to the next step. WEXTL gives you full control over the process of Karbon automation. All parts of workflow are visible on the canvas [4].

Karbon on WEXTL has 81 modules for building project management automations. Explore Karbon documentation for more.

Karbon

Watch Work Templates

CompanyCam

Performs action

CompanyCam

Triggers

Karbon

Create a Work Item

Demonstration of how visual Karbon automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Karbon in your workflows.

Karbon has 8 triggers, including "Watch Contacts", "Watch Events", and "Watch Files", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 73 actions, including "Get a Business Card", "Get a Client Group", and "Get a Client Group by User Defined Identifier", and more. Refer to our Karbon Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Karbon integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Karbon official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Karbon provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Karbon or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Karbon inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Karbon modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Karbon integration.

Karbon integration source code, module specs and credentials implementation.
Internal Karbon integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Karbon vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Karbon App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Karbon Integration

Supported triggers and actions for Karbon integration