Karbon
Karbon is a collaborative practice management platform for accounting firms to manage workflows, communicate with teams and deliver exceptional client work.
Go to siteKarbon API Integrations
Build and run workflows using the Karbon API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.
Overview#
Karbon is a work management platform designed for accounting firms, centralizing team communication, workflows, and client interactions. With Karbon's API, you can automate routine operations, sync data across multiple systems, and create custom monitoring solutions tailored for your firm's workflow. By leveraging Pipedream's capabilities, you can harness the power of Karbon's API to create dynamic, serverless workflows that connect Karbon with other apps to streamline your accounting practices.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
karbon: {
type: "app",
app: "karbon",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.karbonhq.com/v3/Users`,
headers: {
Authorization: `Bearer ${this.karbon.$auth.application_access_key}`,
"AccessKey": `${this.karbon.$auth.tenant_access_key}`,
"Accept": `application/json`,
},
})
},
})
Choose an API to Connect with Karbon API#
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Example Use Cases#
Task Automation from Email Requests: Trigger a Pipedream workflow when an email is received in a specific mailbox. The workflow can parse the email for details, create a new task in Karbon, and assign it to the relevant team member. This workflow simplifies task creation, ensuring that client requests are promptly converted into actionable items.
Contact Sync with CRM: Maintain synchronized contact information between Karbon and a CRM like Salesforce. Whenever a contact is updated in Karbon, the workflow triggers, updating the corresponding entry in Salesforce. This ensures that all team members have access to the most up-to-date client information across all platforms.
Daily Workload Digest: Generate a daily digest of tasks and priorities for each team member using the Karbon API. The workflow aggregates the day's tasks from Karbon, formats them into a readable report, and sends it via Slack or email. This helps team members start their day with a clear picture of their priorities.
Authentication#
Karbon uses API keys for authentication. When you connect your Karbon account, Pipedream securely stores the keys so you can easily authenticate to Karbon APIs in both code and no-code steps.
Your Application Access Key is sent to your email when you request it through Karbon support
To retrieve your API Tenant Access Key,
- Navigate to your Karbon account and sign in
- Go to “Settings” > “Connected Apps”
- Select the app name pointed out by Karbon support, then Manage