Karbon Component
Karbon is a collaborative practice management platform for accounting firms.
Component key: karbonDescription
Karbon is a collaborative practice management platform for accounting firms. Karbon aligns your team with a single place to do your best work.
Use the Karbon component to manage your accounting firms.
API Documentation
This components was built using the Karbon API Reference.
Connections
Karbon API Key
Karbon API Keys
To obtain your Application ID and Access Key Follow these steps:
Register for a Developer Account:
- Register for a free developer account to create an application in Karbon and receive the Application ID.
- Example:
00000000-0000-0000-0000-000000000000
Find Your API Access Key:
- Navigate to Settings -> Connected Apps -> Manage on your app in Karbon to find your Access Key.
- Example:
eyJ.....
Use these credentials at the Prismatic connection.
Triggers
Entity Trigger
Get notified to this flow when a Karbon entity changes | key: entityTrigger
Data Sources
Select Organization
Select an Organization from a dropdown menu | key: selectOrganization | type: picklist
Actions
Create a Contact
Create a new contact | key: createContact
{
"data": {
"odata": {
"context": "https://api.karbonhq.com/v3/$metadata#Contacts/KarbonService.ContactDTO/$entity",
"type": "#KarbonService.ContactDTO"
},
"ContactKey": "67zlxNyJSr8e",
"FirstName": "William",
"MiddleName": "John",
"LastName": "Connor",
"PreferredName": "Bill",
"Salutation": "Mr",
"Suffix": "Jr.",
"ClientOwner": "rodney.muller@samplecompany.com",
"ClientManager": "jessica.tse@samplecompany.com",
"ContactType": "Client",
"UserDefinedIdentifier": "BILLJR",
"RestrictionLevel": "Public",
"AvatarUrl": "https://az.karbonemail.com/images/e4ae96c1-8d17-4c6e-af8a-8040482176fc",
"LastModifiedDateTime": "2022-07-05T07:30:13.7188114Z",
"EntityDescription": {
"Text": "Birthday on June 23."
},
"AccountingDetail": {
"ContactPermaKey": "4XHEn8T3J4Y6",
"OrganizationPermaKey": null,
"BirthDate": "1969-08-05T00:00:00Z",
"DeathDate": null,
"Salutation": "Mr",
"Sex": "M",
"FinancialYearEndDay": 8,
"FinancialYearEndMonth": 30,
"IncorporationDate": null,
"IncorporationState": null,
"LegalName": null,
"LineOfBusiness": null,
"EntityType": null,
"TaxCountryCode": "US",
"TradingName": null,
"AnnualRevenue": null,
"BaseCurrency": null,
"GstBasis": null,
"GstPeriod": null,
"IncomeTaxInstallmentPeriod": "Yearly",
"IsVATRegistered": null,
"OrganizationValuation": null,
"PaysTax": null,
"PrepareGST": null,
"ProvisionaTaxBasic": null,
"ProvisionalTaxRatio": null,
"RevenueModel": null,
"SalesTaxBasis": null,
"SalesTaxPeriod": null,
"Sells": null,
"RegistrationNumbers": {
"RegistrationNumber": "12-3456789",
"Type": "Social Security Number (SSN)"
},
"Notes": {
"Body": "This is a sample note text.",
"Type": "Basic"
}
},
"BusinessCards": {
"BusinessCardKey": "2tBHyXtJBxBy",
"IsPrimaryCard": true,
"WebSites": [
"www.website.one",
"www.website.two"
],
"EmailAddresses": [
"sample@example.com",
"sample.two@example.com"
],
"OrganizationKey": "ZGNmtYyLm4z",
"RoleOrTitle": "COO",
"FacebookLink": "facebook.com/sampleName",
"LinkedInLink": "linkedin.com/sampleName",
"TwitterLink": "twitter.com/sampleName",
"SkypeLink": "skype.com/sampleName",
"Addresses": {
"AddressKey": "e150a05a-2dea-4292-8bc8-03398c9384e4",
"AddressLines": "45 Sample Street",
"City": "Alexandria",
"StateProvinceCounty": "NSW",
"ZipCode": "2015",
"CountryCode": "AU",
"Label": "Physical"
},
"PhoneNumbers": {
"PhoneNumberKey": "6e0b9ace-24b1-4328-a922-3b8be5ef5052",
"Number": 1234567890,
"CountryCode": 61,
"Label": "Work"
}
}
}
}
Create a Work Item
Create a new Work Item | key: createWorkItem
{
"data": {
"odata": {
"context": "https://api.karbonhq.com/v3/$metadata#WorkItems/KarbonService.WorkItemDTO/$entity",
"type": "#KarbonService.WorkItemDTO"
},
"WorkItemKey": "2LPSrkzbYrn4",
"AssigneeEmailAddress": "joe@samplecompany.com",
"AssigneeKey": "4gHCvnbFFqsq",
"AssigneeName": "Joe Min",
"Title": "Payroll 31 Aug - 15 Sep 2022",
"ClientKey": "4ncPZ7q96SGc",
"ClientName": "Acme Corporation",
"ClientType": "Organization",
"ClientUserDefinedIdentifier": "ACMECORP",
"RelatedClientGroupKey": "3LCPr987gNrc",
"ClientGroupKey": "3LCPr987gNrc",
"RelatedClientGroupName": "Smith Family Group",
"StartDate": "2021-12-29T00:00:00Z",
"DueDate": "2022-01-30T00:00:00Z",
"DeadlineDate": "2022-01-31T00:00:00Z",
"CompletedDate": "2022-02-01T00:00:00Z",
"ToDoPeriod": "2021-12-29T00:00:00Z",
"WorkType": "Payroll",
"WorkStatus": "Ready To Start - Send client requests",
"PrimaryStatus": "Ready To Start",
"SecondaryStatus": "Send client requests",
"WorkTemplateKey": "p56mtcBhwb9",
"WorkTemplateTile": "Payroll processing",
"WorkScheduleKey": "4f3gHnLC323",
"FeeSettings": {
"FeeType": "FixedFee",
"FeeValue": 5150.2
},
"Description": "Send to Jo for review",
"ClientTaskRecipient": null
}
}
Create User
Create a new user | key: createUser
{
"data": {
"odata": {
"context": "https://api.karbonhq.com/v3/$metadata#Users/$entity"
},
"Id": "4LR9qmR5NQ6T",
"Name": "Joe Min",
"EmailAddress": "joe@samplecompany.com"
}
}
Delete All Webhook Subscriptions
Deletes all Webhook Subscriptions associated with Contact, Work, and Note | key: deleteAllWebhookSubscriptions
{
"data": "Success"
}
Get Contact
Get a single Contact by Contact key | key: getContact
{
"data": {
"odata": {
"context": "https://api.karbonhq.com/v3/$metadata#Contacts/KarbonService.ContactDTO/$entity",
"type": "#KarbonService.ContactDTO"
},
"ContactKey": "67zlxNyJSr8e",
"FirstName": "William",
"MiddleName": "John",
"LastName": "Connor",
"PreferredName": "Bill",
"Salutation": "Mr",
"Suffix": "Jr.",
"ClientOwner": "rodney.muller@samplecompany.com",
"ClientManager": "jessica.tse@samplecompany.com",
"ContactType": "Client",
"UserDefinedIdentifier": "BILLJR",
"RestrictionLevel": "Public",
"AvatarUrl": "https://az.karbonemail.com/images/e4ae96c1-8d17-4c6e-af8a-8040482176fc",
"LastModifiedDateTime": "2022-07-05T07:30:13.7188114Z",
"EntityDescription": {
"Text": "Birthday on June 23."
},
"AccountingDetail": {
"ContactPermaKey": "4XHEn8T3J4Y6",
"OrganizationPermaKey": null,
"BirthDate": "1969-08-05T00:00:00Z",
"DeathDate": null,
"Salutation": "Mr",
"Sex": "M",
"FinancialYearEndDay": 8,
"FinancialYearEndMonth": 30,
"IncorporationDate": null,
"IncorporationState": null,
"LegalName": null,
"LineOfBusiness": null,
"EntityType": null,
"TaxCountryCode": "US",
"TradingName": null,
"AnnualRevenue": null,
"BaseCurrency": null,
"GstBasis": null,
"GstPeriod": null,
"IncomeTaxInstallmentPeriod": "Quaterly",
"IsVATRegistered": null,
"OrganizationValuation": null,
"PaysTax": null,
"PrepareGST": null,
"ProvisionaTaxBasic": null,
"ProvisionalTaxRatio": null,
"RevenueModel": null,
"SalesTaxBasis": null,
"SalesTaxPeriod": null,
"Sells": null,
"RegistrationNumbers": {
"RegistrationNumber": "12-3456789",
"Type": "Social Security Number (SSN)"
},
"Notes": {
"Body": "This is a sample note text.",
"Type": "Basic"
}
},
"BusinessCards": {
"BusinessCardKey": "2tBHyXtJBxBy",
"EntityType": "Contact",
"EntityKey": "67zlxNyJSr8e",
"IsPrimaryCard": true,
"WebSites": [
"www.website.one",
"www.website.two"
],
"EmailAddresses": [
"sample@example.com",
"sample.two@example.com"
],
"OrganizationKey": "ZGNmtYyLm4z",
"RoleOrTitle": "COO",
"FacebookLink": "facebook.com/sampleName",
"LinkedInLink": "linkedin.com/sampleName",
"TwitterLink": "twitter.com/sampleName",
"SkypeLink": "skype.com/sampleName",
"Addresses": {
"AddressKey": "e150a05a-2dea-4292-8bc8-03398c9384e4",
"AddressLines": "45 Sample Street",
"City": "Alexandria",
"StateProvinceCounty": "NSW",
"ZipCode": "2015",
"CountryCode": "AU",
"Label": "Physical"
},
"PhoneNumbers": {
"PhoneNumberKey": "6e0b9ace-24b1-4328-a922-3b8be5ef5052",
"Number": 1234567890,
"CountryCode": 61,
"Label": "Work"
}
}
}
}
Get Invoice
Get an invoice by key | key: getInvoice
{
"data": {
"odata": {
"context": "https://api.karbonhq.com/v3/$metadata#Invoices/$entity"
},
"InvoiceKey": "M2dVbCt4RHk",
"InvoiceNumber": "KIN-1001",
"TotalAmountDue": 1607.13,
"InvoiceTotal": 1607.13,
"InvoiceSubTotal": 1397.5,
"InvoiceTaxTotal": 209.63,
"InvoiceDate": "2023-07-21T00:00:00Z",
"PaymentDueDate": "2023-07-28T00:00:00Z",
"UpdatedAt": "2023-07-20T23:52:11Z",
"CurrencyCode": "AUD",
"PaymentInstructions": "Payment due 7 days from invoice date",
"InvoiceStatus": "AwaitingPayment",
"Client": {
"ClientKey": "2xxnBLyCP4Ts",
"ClientType": "Organization",
"Name": "Acme Corp",
"AddressLine": "15 Example Street",
"City": "Sydney",
"StateProvinceCounty": "NSW",
"ZipCode": "4004",
"Country": "Australia",
"EmailAddress": "acme@example.com"
},
"TaxLineItems": [
{
"TaxName": "GST",
"TaxValue": 209.63
}
]
}
}
Get User
Gets the details of a single User | key: getUser
{
"data": {
"odata": {
"context": "https://api.karbonhq.com/v3/$metadata#Users/KarbonService.UserProfileDTO/$entity",
"type": "#KarbonService.UserProfileDTO"
},
"Id": "2bYxtn94ZSdY",
"Name": "Janet Smith",
"EmailAddress": "janet@example.com",
"BillableRate": 0,
"CapacityMinutesPerWeek": 2400,
"Permissions": [
"User"
],
"Roles": [
"Accountant",
"Bookkeeper"
],
"Teams": [
"Accountants",
"Bookkeepers"
]
}
}
Get Webhook
Get a webhook subscription associated with the Karbon entity specified | key: getWebhook
{
"data": {
"odata": {
"context": "https://api.karbonhq.com/v3/$metadata#WebhookSubscriptions/$entity"
},
"TargetUrl": "https://evelyn.info/hooks/catch/3550924/ovsbqn4/",
"WebhookType": "Contact"
}
}
Get Work Item
Gets a Work Item by Work Item key | key: getWorkItem
{
"data": {
"odata": {
"context": "https://api.karbonhq.com/v3/$metadata#WorkItems/KarbonService.WorkItemDTO/$entity",
"type": "#KarbonService.WorkItemDTO"
},
"WorkItemKey": "2LPSrkzbYrn4",
"AssigneeEmailAddress": "joe@samplecompany.com",
"AssigneeKey": "4gHCvnbFFqsq",
"AssigneeName": "Joe Min",
"Title": "Payroll 31 Aug - 15 Sep 2022",
"ClientKey": "4ncPZ7q96SGc",
"ClientName": "Acme Corporation",
"ClientType": "Organization",
"ClientUserDefinedIdentifier": "ACMECORP",
"RelatedClientGroupKey": "3LCPr987gNrc",
"ClientGroupKey": "3LCPr987gNrc",
"RelatedClientGroupName": "Smith Family Group",
"StartDate": "2021-12-29T00:00:00Z",
"DueDate": "2022-01-30T00:00:00Z",
"DeadlineDate": "2022-01-31T00:00:00Z",
"CompletedDate": "2022-02-01T00:00:00Z",
"ToDoPeriod": "2021-12-29T00:00:00Z",
"WorkType": "Payroll",
"WorkStatus": "Ready To Start - Send client requests",
"PrimaryStatus": "Ready To Start",
"SecondaryStatus": "Send client requests",
"WorkTemplateKey": "p56mtcBhwb9",
"WorkTemplateTile": "Payroll processing",
"WorkScheduleKey": "4f3gHnLC323",
"FeeSettings": {
"FeeType": "FixedFee",
"FeeValue": 5150.2
},
"Description": "Send to Jo for review",
"ClientTaskRecipient": null
}
}
List Contacts
List all Contacts | key: listContacts
{
"data": {
"odata": {
"context": "https://api.karbonhq.com/v3/$metadata#Contacts/KarbonService.ContactSummaryDTO",
"count": 323
},
"value": [
{
"@odata.type": "#KarbonService.ContactSummaryDTO",
"ContactKey": "29YXnqWcqCf3",
"FullName": "William John Connor",
"PreferredName": "Bill",
"Salutation": "Mr",
"ClientOwner": "rodney.muller@samplecompany.com",
"ClientManager": "jessica.tse@samplecompany.com",
"Address": "42 Galaxy Way, London",
"EmailAddress": "william.connor@samplecompany.com",
"PhoneNumber": "0987888686",
"RoleOrTitle": "COO",
"UserDefinedIdentifier": "73YEnqFcqCf3",
"LastModifiedDateTime": "2021-12-29T07:01:53Z"
}
]
}
}
List Invoices
List invoices | key: listInvoices
{
"data": {
"odata": {
"context": "https://api.karbonhq.com/v3/$metadata#Invoices(LineItems())",
"count": 1
},
"value": [
{
"InvoiceKey": "2F8bb4Xk4N1T",
"InvoiceNumber": "KIN-1000",
"TotalAmountDue": 5,
"InvoiceTotal": 5,
"InvoiceSubTotal": 5,
"InvoiceTaxTotal": 0,
"InvoiceDate": "2024-05-23T00:00:00Z",
"PaymentDueDate": "2024-05-30T00:00:00Z",
"UpdatedAt": "2024-05-23T16:44:29Z",
"CurrencyCode": "USD",
"PaymentInstructions": null,
"InvoiceStatus": "Approved",
"Client": {
"ClientKey": "4hFn8Czrnw4v",
"ClientType": "Organization",
"Name": "Example Sandbox",
"AddressLine": null,
"City": null,
"StateProvinceCounty": null,
"ZipCode": null,
"Country": null,
"EmailAddress": null
},
"TaxLineItems": [],
"LineItems": [
{
"LineItemKey": "3aebacb913b44aaa81b1cb2acf958b1b",
"BillableItemEntityKey": "2SFw2p31285T",
"BillableItemType": "Expense",
"Description": "My Services",
"Quantity": 1,
"UnitPrice": 5,
"Amount": 5,
"TaxRate": 0,
"TaxRateName": "No Tax Set"
}
]
}
]
}
}
List Users
Get a list of Users | key: listUsers
{
"data": {
"odata": {
"context": "https://api.karbonhq.com/v3/$metadata#Users",
"count": 1,
"nextLink": "https://api.karbonhq.com/v3/Users?$skip=100"
},
"value": [
{
"Id": "4LR9qmR5NQ6T",
"Name": "Joe Min",
"EmailAddress": "joe@samplecompany.com"
}
]
}
}
List Work Items
Receive a list of work items from your tenant | key: listWorkItems
{
"data": {
"value": [
{
"@odata.type": "#KarbonService.WorkItemSummaryDTO",
"WorkItemKey": "2LPSrkzbYrn4",
"AssigneeEmailAddress": "joe@samplecompany.com",
"AssigneeKey": "4gHCvnbFFqsq",
"AssigneeName": "Joe Min",
"Title": "Payroll 31 Aug - 15 Sep 2022",
"ClientKey": "4ncPZ7q96SGc",
"ClientName": "Acme Corporation",
"ClientType": "Organization",
"ClientUserDefinedIdentifier": "ACMECORP",
"RelatedClientGroupKey": "3LCPr987gNrc",
"ClientGroupKey": "3LCPr987gNrc",
"RelatedClientGroupName": "Smith Family Group",
"StartDate": "2021-12-29T00:00:00Z",
"DueDate": "2022-01-30T00:00:00Z",
"DeadlineDate": "2022-01-31T00:00:00Z",
"CompletedDate": "2022-02-01T00:00:00Z",
"ToDoPeriod": "2021-12-29T00:00:00Z",
"WorkType": "Payroll",
"WorkStatus": "Ready To Start - Send client requests",
"PrimaryStatus": "Ready To Start",
"SecondaryStatus": "Send client requests",
"WorkTemplateKey": "p56mtcBhwb9",
"WorkTemplateTile": "Payroll processing",
"WorkScheduleKey": "4f3gHnLC323"
}
],
"odata": {
"count": 323,
"context": "https://api.karbonhq.com/v3/$metadata#WorkItems/KarbonService.WorkItemSummaryDTO",
"nextLink": "https://api.karbonhq.com/v3/WorkItems?$skip=100"
}
}
}
Raw Request
Send raw HTTP request to Karbon | key: rawRequest
Update a Contact
Partially update a contact by Contact key | key: updateContact
{
"data": "Success"
}
Update Work Item
Partially update a Work Item by Work Item key | key: updateWorkItem
{
"data": "Success"
}