Bring Karbon into
the flow of work.
A little less busywork with Karbon.
Gather contextDo the workReview & share
Clients3 capabilities+
- Search contacts, organizations, and client groups
- Get contact details with business cards
- Update client records
Work items3 capabilities+
- Create work items from scratch or templates
- Filter work items
- Update work items
Invoices3 capabilities+
- List invoices
- Retrieve invoice details
- Record manual invoice payments
Frequently asked
questions.
What could an Ambacti integration do with Karbon?
The documented operations include Clients: Search contacts, organizations, and client groups; Clients: Get contact details with business cards; Clients: Update client records; Work items: Create work items from scratch or templates.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in Karbon?
Decide which work could run on its own and which steps need your review.