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Karbon connector for Okou

Connect Karbon to read accounting-firm clients, work items, invoices, team metadata, custom fields, and webhook status through its v3 API.

Sales & operations · API Credentials

Use Karbon in Okou

Karbon v3 API for reading accounting-firm contacts, organizations, client groups, work items, invoices, payments, users, custom fields, files, time entries, notes, and webhook status.

Once connected, supported Karbon actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.

What you can do with Karbon

  • Read Contacts, Organizations, Client Groups, and Business Cards.
  • Read individual time entries.
  • Read invoices and existing payment records.
  • Read users, roles, teams, and team membership.
  • Read account-specific contact, work, and service settings.
  • Read individual Karbon comments by key.
  • Read one webhook subscription's current status.
  • Read custom-field definitions and values.

How the Karbon connector works

A connected service becomes one permissioned step in the work you hand off.

  1. 1

    Connect Karbon

    Choose API Credentials.

  2. 2

    Choose the work

    Use only the supported actions your workflow needs.

  3. 3

    Run it your way

    Start it once, schedule it, or attach an event trigger.

Connect Karbon securely

Use the connection method that fits your account and grant only the access the workflow needs.

  • API Credentials

Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.

Karbon connector questions

What can Okou do with Karbon?
Connect Karbon to read accounting-firm clients, work items, invoices, team metadata, custom fields, and webhook status through its v3 API. Documented actions include: Read Contacts, Organizations, Client Groups, and Business Cards. Read individual time entries.
How do I connect Karbon to Okou?
Connect Karbon using API Credentials. The connection controls which supported actions a workflow can use.
Can Karbon run in an automated workflow?
Yes. After it is connected, supported Karbon actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.

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