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Karbon

Manage contacts, organizations, work items, invoices, and time entries in Karbon practice management.

8 triggers41 searches32 actionsInstant (webhooks)Auth: API key

AI-assisted documentation35 min read

This documentation is compiled from our integration source code, internal specs for Karbon, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Karbon on WEXTL →

Karbon requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]

  • Bearer TokenpasswordRequired

    The Authorization token (a 36-character GUID) for your API Application. Find it in Karbon UI -> Settings -> Connected Apps -> API Applications -> your application.

    [1]
  • Access KeypasswordRequired

    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.

    [1]
  1. Log in to your WEXTL account, add the Karbon node module to your workflow, and click Create new credential.
    Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your Karbon account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

Watch ContactsTrigger
Output fields[3]
FieldType
Contact Keytext
Full Nametext
Preferred Nametext
Salutationtext
Client Ownertext
Client Managertext
Addresstext
Email Addresstext
Phone Numbertext
Role Or Titletext
Contact Typetext
User Defined Identifiertext
Last Modified Date Timedate
Watch EventsTrigger
Output fields[3]
FieldType
Resource Keytext
Resource Typetext
Action Typetext
Timestampdate
Watch FilesTrigger
Output fields[3]
FieldType
File Context Keytext
Sourcetext
File Nametext
File Sizenumber
Mime Typetext
Download URLurl
Date Createddate
Is Archivedboolean
Is Sharedboolean
Watch Individual Time EntriesTrigger
Output fields[3]
FieldType
Individual Time Entry Keytext
Timesheet Keytext
Entity Keytext
Work Item Keytext
Client Keytext
Client Typetext
User Keytext
Role Nametext
Task Type Nametext
Task Type Is Billableboolean
Datedate
Minutesnumber
Descriptiontext
Hourly Ratenumber
Total Costnumber
4other output fields
Watch Integration TasksTrigger
Output fields[3]
FieldType
Created Attext
Task Definition Keytext
Task Keytext
Localetext
Work Item Keytext
Work Item Client Keytext
Work Typetext
Task Nametext
Task Primary Link URLtext
Task Primary Link Labeltext
Task Secondary Link URLtext
Task Secondary Link Labeltext
Task Statustext
Primary Statustext
Task Due Datetext
1other output field
Watch InvoicesTrigger
Output fields[3]
FieldType
Invoice Keytext
Invoice Numbertext
Total Amount Duenumber
Invoice Totalnumber
Invoice Sub Totalnumber
Invoice Tax Totalnumber
Invoice Datedate
Payment Due Datedate
Updated Atdate
Currency Codetext
Payment Instructionstext
Invoice Statustext
Clientobject
Client Keytext
Client Typetext
Nametext
Address Linetext
Citytext
State Province Countytext
Zip Codetext
Countrytext
Email Addresstext
Tax Line Itemsarray
Tax Line Itemstext
Watch OrganizationsTrigger
Output fields[3]
FieldType
Organization Keytext
Full Nametext
Phone Numbertext
Email Addresstext
Websitetext
Contact Typetext
Last Modified Date Timedate
User Defined Identifiertext
Watch Work TemplatesTrigger
Output fields[3]
FieldType
Work Template Keytext
Titletext
Descriptiontext
Work Type Keytext
Has Scheduled Client Task Groupsboolean
Estimated Budgettext
Estimated Timetext
Draft Has Changesboolean
Published Datedate
Number Of Work Items Creatednumber
Date Last Work Item Createddate
Date Modifieddate
Actor Rolesarray
Actor Keytext
Actor Nametext
Get a Business CardAction
Input fields[3]
FieldType
Business Card KeyRequired
text
Output fields[3]
FieldType
Entity Typetext
Entity Keytext
Business Card Keytext
Is Primary Cardboolean
Web Sitesarray
Web Sitestext
Email Addressesarray
Email Addressestext
Organization Keytext
Role Or Titletext
Facebook Linktext
Linked In Linktext
Twitter Linktext
Skype Linktext
Addressesarray
Address Keytext
Address Linestext
Citytext
State Province Countytext
Zip Codetext
Country Codetext
Labeltext
Phone Numbersarray
Phone Number Keytext
Numbertext
Country Codetext
Labeltext
Get a Client GroupAction
Input fields[3]
FieldType
Client Group KeyRequired
choice
Expandtext
Output fields[3]
FieldType
Client Group Keytext
Full Nametext
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Leveltext
Primary Contacttext
Last Modified Date Timedate
Membersarray
Contact Keytext
Organization Keytext
Entity Descriptionobject
Texttext
Accounting Detailstext
Business Cardobject
Business Card Keytext
Entity Typetext
Entity Keytext
Is Primary Cardboolean
Web Sitesarray
Email Addressesarray
Organization Keytext
Role Or Titletext
Facebook Linktext
Linked In Linktext
Client Teamarray
Member Keytext
Member Typetext
Role Typetext
Get a Client Group by User Defined IdentifierAction
Input fields[3]
FieldType
User Defined IdentifierRequired
text
Expandchoice
Output fields[3]
FieldType
Client Group Keytext
Full Nametext
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Leveltext
Primary Contacttext
Last Modified Date Timedate
Membersarray
Contact Keytext
Organization Keytext
Entity Descriptionobject
Texttext
Accounting Detailstext
Business Cardobject
Business Card Keytext
Entity Typetext
Entity Keytext
Is Primary Cardboolean
Web Sitesarray
Email Addressesarray
Organization Keytext
Role Or Titletext
Facebook Linktext
Linked In Linktext
Client Teamarray
Member Keytext
Member Typetext
Role Typetext
Get a CommentAction
Input fields[3]
FieldType
Comment KeyRequired
text
Output fields[3]
FieldType
Comment Keytext
Comment Type Keytext
Comment Bodytext
Created Datetext
Author Keytext
Get a ContactAction
Input fields[3]
FieldType
Contact KeyRequired
choice
Expandchoice
Output fields[3]
FieldType
Contact Keytext
First Nametext
Middle Nametext
Last Nametext
Preferred Nametext
Salutationtext
Suffixtext
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Leveltext
Avatar URLtext
Last Modified Date Timedate
Entity Descriptionobject
Texttext
4other output fields
Get a Contact by User Defined IdentifierAction
Input fields[3]
FieldType
User Defined IdentifierRequired
text
Expandchoice
Output fields[3]
FieldType
Contact Keytext
First Nametext
Middle Nametext
Last Nametext
Preferred Nametext
Salutationtext
Suffixtext
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Leveltext
Avatar URLtext
Last Modified Date Timedate
Entity Descriptionobject
Texttext
4other output fields
Get a File by TokenAction
Input fields[3]
FieldType
TokenRequired
text
Output fields[3]
FieldType
Datatext
Get a NoteAction
Input fields[3]
FieldType
Note IDRequired
text
Output fields[3]
FieldType
IDtext
Subjecttext
Bodytext
Author Email Addresstext
Assignee Email Addresstext
Due Datedate
Todo Datedate
Timelinesarray
Entity Typetext
Entity Keytext
Commentsarray
Comment Keytext
Comment Bodytext
Created Datedate
Author Email Addresstext
Get a PaymentAction
Input fields[3]
FieldType
Payment KeyRequired
choice
Output fields[3]
FieldType
Payment Keytext
Payment Referencetext
Payment Typetext
Payment Datedate
Gross Amountnumber
Payment Methodtext
Client Keytext
Karbon Paymentobject
Card Typetext
Card Countrytext
Card Fundingtext
Payout Statustext
Surcharge Amountnumber
Surcharge Tax Amountnumber
Karbon Fee Amountnumber
Karbon Fee Tax Amountnumber
Net Amountnumber
Clientobject
Client Keytext
Client Typetext
Nametext
Address Linetext
Citytext
State Province Countytext
Zip Codetext
Countrytext
Email Addresstext
Get a TeamAction
Input fields[3]
FieldType
Team KeyRequired
choice
Output fields[3]
FieldType
Team Keytext
Nametext
Descriptiontext
Parent Team Keytext
Membersarray
Keytext
Typetext
Nametext
Get a TimesheetAction
Input fields[3]
FieldType
Timesheet KeyRequired
choice
Expandchoice
Output fields[3]
FieldType
Timesheet Keytext
Start Datedate
End Datedate
User Keytext
Statustext
Work Item Keysarray
Work Item Keystext
Time Entriesarray
Time Entry Keytext
Entity Keytext
Work Item Keytext
Client Keytext
Client Typetext
Role Nametext
Task Type Nametext
Minutesnumber
Hourly Ratenumber
Descriptionsarray
Get a UserAction
Input fields[3]
FieldType
User IDRequired
choice
Output fields[3]
FieldType
IDtext
Nametext
Email Addresstext
Billable Ratenumber
Capacity Minutes Per Weeknumber
Permissionsarray
Permissionstext
Rolesarray
Nametext
Keytext
Teamsarray
Keytext
Nametext
Parent Team Keytext
Get a Work ItemAction
Input fields[3]
FieldType
Work Item KeyRequired
choice
Output fields[3]
FieldType
Work Item Keytext
Assignee Email Addresstext
Assignee Keytext
Assignee Nametext
Titletext
Client Keytext
Client Nametext
Client Typetext
Client User Defined Identifiertext
Related Client Group Keytext
Client Group Keytext
Related Client Group Nametext
Start Datedate
Due Datedate
Deadline Datedate
14other output fields
Get a Work ScheduleAction
Input fields[3]
FieldType
Work Schedule KeyRequired
text
Output fields[3]
FieldType
Work Schedule Keytext
Client Keytext
Client Typetext
Created From Work Item Keytext
Recurrence Frequencytext
Custom Frequency Unitstext
Custom Frequency Multiplenumber
Frequency Descriptiontext
Schedule Start Datedate
Schedule End Datedate
Schedule Due Date Methodtext
Schedule Due Date Daysnumber
Schedule Due Date Month Multiplenumber
Schedule Deadline Date Methodtext
Schedule Deadline Date Daysnumber
10other output fields
Get a Work TemplateAction
Input fields[3]
FieldType
Work Template KeyRequired
choice
Output fields[3]
FieldType
Work Template Keytext
Titletext
Descriptiontext
Work Type Keytext
Has Scheduled Client Task Groupsboolean
Estimated Budgettext
Estimated Timetext
Draft Has Changesboolean
Published Datedate
Number Of Work Items Creatednumber
Date Last Work Item Createddate
Date Modifieddate
Actor Rolesarray
Actor Keytext
Actor Nametext
Get an Estimate SummaryAction
Input fields[3]
FieldType
Work Item IDRequired
choice
Output fields[3]
FieldType
Estimate Summary Keytext
User Keytext
Role Keytext
Role Nametext
Task Type Keytext
Task Type Nametext
Estimate Minutesnumber
Hourly Ratenumber
Actual Minutesnumber
Estimate Amountnumber
Get an Individual Time EntryAction
Input fields[3]
FieldType
Individual Time Entry KeyRequired
choice
Output fields[3]
FieldType
Individual Time Entry Keytext
Timesheet Keytext
Entity Keytext
Work Item Keytext
Client Keytext
Client Typetext
User Keytext
Role Nametext
Task Type Nametext
Task Type Is Billableboolean
Datedate
Minutesnumber
Descriptiontext
Hourly Ratenumber
Total Costnumber
4other output fields
Get an Integration TaskAction
Input fields[3]
FieldType
Integration Task KeyRequired
choice
Output fields[3]
FieldType
Created Attext
Task Definition Keytext
Task Keytext
Localetext
Work Item Keytext
Work Item Client Keytext
Work Typetext
Task Nametext
Task Primary Link URLtext
Task Primary Link Labeltext
Task Secondary Link URLtext
Task Secondary Link Labeltext
Task Statustext
Primary Statustext
Task Due Datetext
1other output field
Get an InvoiceAction
Input fields[3]
FieldType
Invoice KeyRequired
choice
Expandchoice
Output fields[3]
FieldType
Invoice Keytext
Invoice Numbertext
Total Amount Duenumber
Invoice Totalnumber
Invoice Sub Totalnumber
Invoice Tax Totalnumber
Invoice Datetext
Payment Due Datetext
Updated Attext
Currency Codetext
Payment Instructionstext
Invoice Statustext
Clientobject
Client Keytext
Client Typetext
Nametext
Address Linetext
Citytext
State Province Countytext
Zip Codetext
Countrytext
Email Addresstext
Tax Line Itemsarray
Tax Line Itemstext
Line Itemsarray
Line Item Keytext
Billable Item Entity Keytext
Billable Item Typetext
Descriptiontext
Quantitynumber
Unit Pricetext
Amountnumber
Tax Ratenumber
Tax Rate Nametext
4other output fields
Get an OrganizationAction
Input fields[3]
FieldType
Organization KeyRequired
choice
Expandtext
Output fields[3]
FieldType
Organization Keytext
Full Nametext
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Leveltext
Last Modified Date Timedate
Entity Descriptionobject
Texttext
Accounting Detailobject
Contact Perma Keytext
Organization Perma Keytext
Birth Datedate
Death Datedate
Salutationtext
Sextext
Financial Year End Daynumber
Financial Year End Monthnumber
Incorporation Datedate
Incorporation Statetext
Business Cardsarray
Business Card Keytext
Entity Typetext
Entity Keytext
Is Primary Cardboolean
Organization Keytext
Web Sitesarray
Email Addressesarray
Role Or Titletext
Facebook Linktext
Linked In Linktext
Contactsarray
Contact Keytext
Full Nametext
Preferred Nametext
Salutationtext
Client Ownertext
Client Managertext
Addresstext
Email Addresstext
Phone Numbertext
Role Or Titletext
Client Teamarray
Member Keytext
Member Typetext
Role Typetext
Get an Organization by User Defined IdentifierAction
Input fields[3]
FieldType
User Defined IdentifierRequired
text
Expandchoice
Output fields[3]
FieldType
Organization Keytext
Full Nametext
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Leveltext
Last Modified Date Timedate
Entity Descriptionobject
Texttext
Accounting Detailobject
Contact Perma Keytext
Organization Perma Keytext
Birth Datedate
Death Datedate
Salutationtext
Sextext
Financial Year End Daynumber
Financial Year End Monthnumber
Incorporation Datedate
Incorporation Statetext
Business Cardsarray
Business Card Keytext
Entity Typetext
Entity Keytext
Is Primary Cardboolean
Organization Keytext
Web Sitesarray
Email Addressesarray
Role Or Titletext
Facebook Linktext
Linked In Linktext
Get Custom Field ValuesAction
Input fields[3]
FieldType
Entity KeyRequired
text
Output fields[3]
FieldType
Entity Keytext
Custom Field Valuesarray
Keytext
Nametext
Typetext
Valuearray
Get File DetailsAction
Input fields[3]
FieldType
File Details KeyRequired
text
Output fields[3]
FieldType
File Context Keytext
Sourcetext
File Nametext
File Sizenumber
Mime Typetext
Download URLtext
Date Createddate
Is Archivedboolean
Is Sharedboolean
Get Tenant SettingsAction
Output fields[3]
FieldType
Contact Typesarray
Nametext
Contact Type Keytext
Tenant Keytext
Client Access Activatedboolean
Work Statusesarray
Nametext
Typetext
Childrenarray
Work Typesarray
Nametext
Work Type Keytext
Available Statusesobject
Service Typesarray
Nametext
Service Type Keytext
Work Type Keysarray
List Client GroupsSearch
Input fields[3]
FieldType
Filtertext
Orderbytext
Limitnumber
Output fields[3]
FieldType
Full Nametext
Phone Numbertext
Websitetext
Last Modified Date Timedate
Client Group Keytext
List ContactsSearch
Input fields[3]
FieldType
Filtertext
Orderbychoice
Limitnumber
Output fields[3]
FieldType
Contact Keytext
Full Nametext
Preferred Nametext
Salutationtext
Client Ownertext
Client Managertext
Addresstext
Email Addresstext
Phone Numbertext
Role Or Titletext
Contact Typetext
User Defined Identifiertext
Last Modified Date Timedate
List Custom Field DefinitionsSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
Keytext
Nametext
Typetext
Is Visible To Contactsboolean
Is Visible To Organizationsboolean
List Optionsarray
List Optionstext
List Estimate SummariesSearch
Input fields[3]
FieldType
Work Item KeyRequired
choice
Limitnumber
Output fields[3]
FieldType
Estimate Summary Keytext
User Keytext
Role Keytext
Role Nametext
Task Type Keytext
Task Type Nametext
Estimate Minutesnumber
Hourly Ratenumber
Actual Minutesnumber
Estimate Amountnumber
List FilesSearch
Input fields[3]
FieldType
Entity TypeRequired
choice
Entity KeyRequired
text
Filtertext
Orderbychoice
Limitnumber
Output fields[3]
FieldType
File Context Keytext
Sourcetext
File Nametext
File Sizenumber
Mime Typetext
Download URLtext
Date Createddate
Is Archivedboolean
Is Sharedboolean
List Individual Time EntriesSearch
Input fields[3]
FieldType
Filtertext
Orderbychoice
Limitnumber
Output fields[3]
FieldType
Individual Time Entry Keytext
Timesheet Keytext
Entity Keytext
Work Item Keytext
Client Keytext
Client Typetext
User Keytext
Role Nametext
Task Type Nametext
Task Type Is Billableboolean
Datedate
Minutesnumber
Descriptiontext
Hourly Ratenumber
Total Costnumber
4other output fields
List Integration Task DefinitionsSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
Task Definition Keytext
Task Nametext
Task Primary Link URLtext
Task Primary Link Labeltext
Task Secondary Link URLtext
Task Secondary Link Labeltext
Localesarray
Localestext
Allowed Task URL Hostsarray
Allowed Task URL Hoststext
List Integration TasksSearch
Input fields[3]
FieldType
Filtertext
Orderbytext
Limitnumber
Output fields[3]
FieldType
Created Attext
Task Definition Keytext
Task Keytext
Localetext
Work Item Keytext
Work Item Client Keytext
Work Typetext
Task Nametext
Task Primary Link URLtext
Task Primary Link Labeltext
Task Secondary Link URLtext
Task Secondary Link Labeltext
Task Statustext
Primary Statustext
Task Due Datetext
1other output field
List InvoicesSearch
Input fields[3]
FieldType
Filtertext
Orderbytext
Limitnumber
Output fields[3]
FieldType
Invoice Keytext
Invoice Numbertext
Total Amount Duenumber
Invoice Totalnumber
Invoice Sub Totalnumber
Invoice Tax Totalnumber
Invoice Datetext
Payment Due Datetext
Updated Attext
Currency Codetext
Payment Instructionstext
Invoice Statustext
Clientobject
Client Keytext
Client Typetext
Nametext
Address Linetext
Citytext
State Province Countytext
Zip Codetext
Countrytext
Email Addresstext
Tax Line Itemsarray
Tax Line Itemstext
List OrganizationsSearch
Input fields[3]
FieldType
Filtertext
Orderbychoice
Limitnumber
Output fields[3]
FieldType
Organization Keytext
Full Nametext
Phone Numbertext
Email Addresstext
Websitetext
Contact Typetext
Last Modified Date Timedate
User Defined Identifiertext
List PaymentsSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
Payment Keytext
Payment Referencetext
Payment Typetext
Payment Datedate
Gross Amountnumber
Payment Methodtext
Client Keytext
Karbon Paymentobject
Card Typetext
Card Countrytext
Card Fundingtext
Payout Statustext
Surcharge Amountnumber
Surcharge Tax Amountnumber
Karbon Fee Amountnumber
Karbon Fee Tax Amountnumber
Net Amountnumber
Clientobject
Client Keytext
Client Typetext
Nametext
Address Linetext
Citytext
State Province Countytext
Zip Codetext
Countrytext
Email Addresstext
List RolesSearch
Input fields[3]
FieldType
Filtertext
Limitnumber
Output fields[3]
FieldType
Keytext
Nametext
List TeamsSearch
Input fields[3]
FieldType
Filtertext
Limitnumber
Output fields[3]
FieldType
Team Keytext
Nametext
Descriptiontext
Parent Team Keytext
List TimesheetsSearch
Input fields[3]
FieldType
Filtertext
Orderbychoice
Expandchoice
Limitnumber
Output fields[3]
FieldType
Timesheet Keytext
Start Datedate
End Datedate
User Keytext
Statustext
Work Item Keysarray
Work Item Keystext
Time Entriesarray
Time Entry Keytext
Entity Keytext
Work Item Keytext
Client Keytext
Client Typetext
Role Nametext
Task Type Nametext
Minutesnumber
Hourly Ratenumber
Descriptionsarray
List UsersSearch
Input fields[3]
FieldType
Filtertext
Limitnumber
Output fields[3]
FieldType
IDtext
Nametext
Email Addresstext
List Work ItemsSearch
Input fields[3]
FieldType
Filtertext
Orderbychoice
Limitnumber
Output fields[3]
FieldType
Work Item Keytext
Assignee Email Addresstext
Assignee Keytext
Assignee Nametext
Titletext
Client Keytext
Client Nametext
Client Typetext
Client User Defined Identifiertext
Related Client Group Keytext
Client Group Keytext
Related Client Group Nametext
Start Datedate
Due Datedate
Deadline Datedate
10other output fields
List Work TemplatesSearch
Input fields[3]
FieldType
Filtertext
Orderbychoice
Limitnumber
Output fields[3]
FieldType
Work Template Keytext
Titletext
Descriptiontext
Work Type Keytext
Has Scheduled Client Task Groupsboolean
Estimated Budgettext
Estimated Timetext
Draft Has Changesboolean
Published Datedate
Number Of Work Items Creatednumber
Date Last Work Item Createddate
Date Modifieddate
Actor Rolesarray
Actor Keytext
Actor Nametext
Add Team MembersAction
Input fields[3]
FieldType
Team KeyRequired
choice
User KeysRequired
array
User Keyschoice
Create a Client GroupAction
Input fields[3]
FieldType
Full NameRequired
text
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Levelchoice
Primary Contacttext
Entity Descriptionobject
Texttext
Membersarray
Contact Keytext
Organization Keytext
Accounting Detailstext
Business Cardobject
Business Card Keytext
Entity Typechoice
Entity Keytext
Is Primary Cardboolean
Web Sitesarray
Email Addressesarray
Organization Keytext
Role Or Titletext
Facebook Linkurl
Linked In Linkurl
Client Teamarray
Member Keytext
Member Typechoice
Role Typechoice
Output fields[3]
FieldType
Client Group Keytext
Full Nametext
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Leveltext
Primary Contacttext
Last Modified Date Timedate
Membersarray
Contact Keytext
Organization Keytext
Entity Descriptionobject
Texttext
Accounting Detailstext
Business Cardobject
Business Card Keytext
Entity Typetext
Entity Keytext
Is Primary Cardboolean
Web Sitesarray
Email Addressesarray
Organization Keytext
Role Or Titletext
Facebook Linktext
Linked In Linktext
Client Teamarray
Member Keytext
Member Typetext
Role Typetext
Create a ContactAction
Input fields[3]
FieldType
First NameRequired
text
Middle Nametext
Last NameRequired
text
Preferred Nametext
Salutationtext
Suffixtext
Restriction Levelchoice
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Business Cardsarray
Business Card Keytext
Entity Typechoice
Entity Keytext
Is Primary Cardboolean
Organization Keytext
Web Sitesarray
Email Addressesarray
Role Or Titletext
Facebook Linkurl
Linked In Linkurl
Entity Descriptionobject
Texttext
Accounting Detailobject
Contact Perma Keytext
Organization Perma Keytext
Birth Datedate
Death Datedate
Salutationchoice
Sexchoice
Financial Year End Daynumber
Financial Year End Monthnumber
Incorporation Datedate
Incorporation Statetext
Client Teamarray
Member Keytext
Member Typechoice
Role Typechoice
Output fields[3]
FieldType
Contact Keytext
First Nametext
Middle Nametext
Last Nametext
Preferred Nametext
Salutationtext
Suffixtext
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Leveltext
Avatar URLtext
Last Modified Date Timedate
Entity Descriptionobject
Texttext
4other output fields
Create a Custom Field DefinitionAction
Input fields[3]
FieldType
NameRequired
text
TypeRequired
choice
Is Visible To Contactsboolean
Is Visible To Organizationsboolean
List Optionsarray
List Optionstext
Output fields[3]
FieldType
Nametext
Typetext
Is Visible To Contactsboolean
Is Visible To Organizationsboolean
List Optionsarray
List Optionstext
Create a Manual PaymentAction
Input fields[3]
FieldType
Invoice KeyRequired
choice
Payment MethodRequired
choice
Payment DateRequired
date
Total AmountRequired
number
Referencetext
Output fields[3]
FieldType
Invoice Keytext
Payment Methodtext
Payment Datedate
Total Amountnumber
Referencetext
Payment Processing Keytext
Create a NoteAction
Input fields[3]
FieldType
SubjectRequired
text
BodyRequired
text
Author Email AddressRequired
email
Assignee Email Addressemail
Due Datedate
Todo Datedate
Timelinesarray
Entity Typechoice
Entity Keytext
Output fields[3]
FieldType
IDtext
Subjecttext
Bodytext
Author Email Addresstext
Assignee Email Addresstext
Due Datedate
Todo Datedate
Timelinesarray
Entity Typetext
Entity Keytext
Commentsarray
Comment Keytext
Comment Bodytext
Created Datedate
Author Email Addresstext
Create a UserAction
Input fields[3]
FieldType
NameRequired
text
Email AddressRequired
email
Output fields[3]
FieldType
IDtext
Nametext
Email Addresstext
Create a Work ItemAction
Input fields[3]
FieldType
Assignee Email AddressRequired
email
TitleRequired
text
Client KeyRequired
text
Client TypeRequired
choice
Related Client Group Keychoice
Start DateRequired
date
Due Datedate
Deadline Datedate
Work Typetext
Work Statustext
Primary Statuschoice
Secondary Statustext
Work Template Keychoice
Work Schedule Keytext
Estimated Budgetnumber
4other input fields
Output fields[3]
FieldType
Work Item Keytext
Assignee Email Addresstext
Assignee Keytext
Assignee Nametext
Titletext
Client Keytext
Client Nametext
Client Typetext
Client User Defined Identifiertext
Related Client Group Keytext
Client Group Keytext
Related Client Group Nametext
Start Datedate
Due Datedate
Deadline Datedate
13other output fields
Create a Work ScheduleAction
Input fields[3]
FieldType
Assignee User Keychoice
Created From Work Item KeyRequired
choice
Recurrence FrequencyRequired
choice
Custom Frequency Unitschoice
Custom Frequency MultipleRequired
number
Schedule Start DateRequired
date
Schedule End Datedate
Schedule Due Date MethodRequired
choice
Schedule Due Date Daysnumber
Schedule Due Date Month Multiplenumber
Schedule Deadline Date Methodchoice
Schedule Deadline Date Daysnumber
Schedule Deadline Date Month Multiplenumber
Prevent Start End On WeekendRequired
boolean
Initialize Before Start Date Unitschoice
4other input fields
Output fields[3]
FieldType
Work Schedule Keytext
Client Keytext
Client Typetext
Created From Work Item Keytext
Recurrence Frequencytext
Custom Frequency Unitstext
Custom Frequency Multiplenumber
Frequency Descriptiontext
Schedule Start Datedate
Schedule End Datedate
Schedule Due Date Methodtext
Schedule Due Date Daysnumber
Schedule Due Date Month Multiplenumber
Schedule Deadline Date Methodtext
Schedule Deadline Date Daysnumber
10other output fields
Create an ExpenseAction
Input fields[3]
FieldType
TimelineRequired
object
Entity Typechoice
Entity Keytext
Expense DateRequired
date
ValueRequired
number
Billable ValueRequired
number
DescriptionRequired
text
Output fields[3]
FieldType
Expense Keytext
Timelineobject
Entity Typetext
Entity Keytext
Expense Datedate
Valuenumber
Billable Valuenumber
Descriptiontext
Create an OrganizationAction
Input fields[3]
FieldType
Full NameRequired
text
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Levelchoice
Business Cardsarray
Business Card Keytext
Entity Typechoice
Entity Keytext
Is Primary Cardboolean
Organization Keytext
Web Sitesarray
Email Addressesarray
Role Or Titletext
Facebook Linkurl
Linked In Linkurl
Entity Descriptionobject
Texttext
Accounting Detailobject
Contact Perma Keytext
Organization Perma Keytext
Birth Datedate
Death Datedate
Salutationchoice
Sexchoice
Financial Year End Daynumber
Financial Year End Monthnumber
Incorporation Datedate
Incorporation Statetext
Client Teamarray
Member Keytext
Member Typechoice
Role Typechoice
Output fields[3]
FieldType
Organization Keytext
Full Nametext
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Leveltext
Last Modified Date Timedate
Entity Descriptionobject
Texttext
Accounting Detailobject
Contact Perma Keytext
Organization Perma Keytext
Birth Datedate
Death Datedate
Salutationtext
Sextext
Financial Year End Daynumber
Financial Year End Monthnumber
Incorporation Datedate
Incorporation Statetext
Delete a Custom Field DefinitionAction
Input fields[3]
FieldType
Custom Field Definition KeyRequired
choice
Delete a Manual PaymentAction
Input fields[3]
FieldType
Manual Payment KeyRequired
choice
Download a FileAction
Input fields[3]
FieldType
File Details KeyRequired
text
Output fields[3]
FieldType
Datatext
Make an API Calluniversal
Input fields[3]
FieldType
URLRequired
text
MethodRequired
choice
Headersarray
Headerobject
Query Stringarray
Parameterobject
Bodytext
Output fields[3]
FieldType
Bodytext
Headersobject
Status codenumber
Remove a Team MemberAction
Input fields[3]
FieldType
Team KeyRequired
choice
User KeyRequired
choice
Reverse a Manual PaymentAction
Input fields[3]
FieldType
Payment KeyRequired
choice
Reversal DateRequired
date
Update a Business CardAction
Input fields[3]
FieldType
Business Card KeyRequired
text
Entity Typechoice
Entity Keytext
Is Primary Cardboolean
Organization Keychoice
Web Sitesarray
Web Sitestext
Email Addressesarray
Email Addressestext
Role Or Titletext
Facebook Linkurl
Linked In Linkurl
Twitter Linkurl
Skype Linkurl
Addressesarray
Address Linestext
Citytext
State Province Countytext
Zip Codetext
Country Codetext
Labelchoice
Phone Numbersarray
Numbertext
Country Codetext
Labelchoice
Update a Client Group (Full)Action
Input fields[3]
FieldType
Client Group KeyRequired
choice
Full NameRequired
text
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Levelchoice
Primary Contacttext
Entity Descriptionobject
Texttext
Membersarray
Contact Keytext
Organization Keytext
Business Cardobject
Business Card Keytext
Entity Typechoice
Entity Keytext
Is Primary Cardboolean
Organization Keytext
Web Sitesarray
Email Addressesarray
Role Or Titletext
Facebook Linkurl
Linked In Linkurl
Update a Client Group (Partial)Action
Input fields[3]
FieldType
Client Group KeyRequired
choice
Full Nametext
Update a Contact (Full)Action
Input fields[3]
FieldType
Contact KeyRequired
choice
First NameRequired
text
Middle Nametext
Last NameRequired
text
Preferred Nametext
Salutationtext
Suffixtext
Restriction Levelchoice
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Business Cardsarray
Business Card Keytext
Entity Typechoice
Entity Keytext
Is Primary Cardboolean
Organization Keytext
Web Sitesarray
Email Addressesarray
Role Or Titletext
Facebook Linkurl
Linked In Linkurl
Entity Descriptionobject
Texttext
Accounting Detailobject
Contact Perma Keytext
Organization Perma Keytext
Birth Datedate
Death Datedate
Salutationchoice
Sexchoice
Financial Year End Daynumber
Financial Year End Monthnumber
Incorporation Datedate
Incorporation Statetext
1other input field
Update a Contact (Partial)Action
Input fields[3]
FieldType
Contact KeyRequired
choice
First Nametext
Middle Nametext
Last Nametext
Preferred Nametext
Salutationtext
Suffixtext
Output fields[3]
FieldType
Contact Keytext
First Nametext
Middle Nametext
Last Nametext
Preferred Nametext
Salutationtext
Suffixtext
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Leveltext
Avatar URLtext
Last Modified Date Timedate
Entity Descriptionobject
Texttext
1other output field
Update a Work Item (Full)Action
Input fields[3]
FieldType
Work Item KeyRequired
choice
Assignee Email AddressRequired
email
TitleRequired
text
Client KeyRequired
text
Client TypeRequired
choice
Related Client Group Keychoice
Start DateRequired
date
Due Datedate
Deadline Datedate
Work Typetext
Work Statustext
Primary Statuschoice
Secondary Statustext
Work Template Keychoice
Work Schedule Keytext
5other input fields
Update a Work Item (Partial)Action
Input fields[3]
FieldType
Work Item KeyRequired
choice
Update a Work Schedule (Full)Action
Input fields[3]
FieldType
Work Schedule KeyRequired
text
Work Schedule KeyRequired
text
Assignee User Keychoice
Created From Work Item KeyRequired
choice
Recurrence FrequencyRequired
choice
Custom Frequency Unitschoice
Custom Frequency MultipleRequired
number
Schedule Start DateRequired
date
Schedule End Datedate
Schedule Due Date MethodRequired
choice
Schedule Due Date Daysnumber
Schedule Due Date Month Multiplenumber
Schedule Deadline Date Methodchoice
Schedule Deadline Date Daysnumber
Schedule Deadline Date Month Multiplenumber
6other input fields
Update a Work Schedule (Partial)Action
Input fields[3]
FieldType
Work Schedule KeyRequired
text
Schedule End Datetext
Assignee User Keychoice
Update an Estimate SummaryAction
Input fields[3]
FieldType
Work Item IDRequired
choice
Estimate Minutesnumber
Estimate Amountnumber
Hourly Ratenumber
Update an Integration TaskAction
Input fields[3]
FieldType
Integration Task KeyRequired
choice
Task Nametext
Task Primary Link URLurl
Task Primary Link Labeltext
Task Secondary Link URLurl
Task Secondary Link Labeltext
Task Statustext
Primary Statuschoice
Task Due Datetext
Task Dataarray
Task Data Keytext
Valuetext
Update an Organization (Full)Action
Input fields[3]
FieldType
Organization KeyRequired
choice
Full NameRequired
text
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Levelchoice
Accounting Detailobject
Contact Perma Keytext
Organization Perma Keytext
Birth Datedate
Death Datedate
Salutationchoice
Sexchoice
Financial Year End Daynumber
Financial Year End Monthnumber
Incorporation Datedate
Incorporation Statetext
Business Cardsarray
Business Card Keytext
Entity Typechoice
Entity Keytext
Is Primary Cardboolean
Organization Keytext
Web Sitesarray
Email Addressesarray
Role Or Titletext
Facebook Linkurl
Linked In Linkurl
Entity Descriptionobject
Texttext
Client Teamarray
Member Keytext
Member Typechoice
Role Typechoice
Update an Organization (Partial)Action
Input fields[3]
FieldType
Organization KeyRequired
choice
Full Nametext
Prefertext
Output fields[3]
FieldType
Organization Keytext
Full Nametext
Client Ownertext
Client Managertext
Contact Typetext
User Defined Identifiertext
Restriction Leveltext
Last Modified Date Timedate
Entity Descriptionobject
Texttext
Accounting Detailtext
Update Custom Field ValuesAction
Input fields[3]
FieldType
Entity KeyRequired
text
Custom Field Valuesarray
Custom Field Values Keytext
Nametext
Typechoice
Valuearray
Upload a FileAction
Input fields[3]
FieldType
Contact Keystext
Organization Keystext
Client Group Keystext
Workitem Keystext
Integration Task Keytext
FileRequired
text
File Nametext
Output fields[3]
FieldType
IDtext
Nametext
Mime Typetext
Sizetext

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Last updated: Oct 18, 2026 14:31