Connected Apps and Integrations

Learn more about how Karbon integrates with third-party apps and systems to share data and automate your workflows.

21 articles in this collection
Written by Stuart McLeod, Lachlan Macindoe, Ian Vacin and 4 others

Overview

Overview of Connected Apps

Supercharge Karbon by integrating with other ecosystem apps.

Written by Ian Vacin
Updated over a week ago

Email Integration

Exchange Integration

You can connect a Microsoft Exchange-based email account by following this step-by-step guide.

Written by Erin Jamison
Updated over a week ago

Gmail Integration

Easily connect your Gmail account in just a few short steps.

Written by Andi Ancheta
Updated over a week ago

Microsoft Office 365 Integration

Get up and running quickly by easily connecting your Microsoft Office 365 account with Karbon

Written by Andi Ancheta
Updated over a week ago

QuickBooks Time

QuickBooks Time Integration

Karbon's QuickBooks Time integration allows you to track time from inside the app. Here's how to set it up.

Written by Erin Jamison
Updated over a week ago

Manage your QuickBooks Time Integration

Understand where data resides and how it moves between Karbon, QuickBooks Time and QuickBooks to best setup & maintain your integration.

Written by Lise Gervig Pedersen
Updated over a week ago

GoProposal

GoProposal Integration

GoProposal integration will share contact data and automatically trigger your chosen workflows when a proposal is accepted.

Written by Ian Vacin
Updated over a week ago

Manage your GoProposal Integration

Find out how to manage your integration with GoProposal and use this article to find answers to your most frequently asked questions

Written by Lachlan Macindoe
Updated over a week ago

Ignition

Ignition Integration

Automate your workflow and reduce your client onboarding time, by integrating Ignition and Karbon.

Written by Lachlan Macindoe
Updated over a week ago

Manage your Ignition Integration

Understand how to manage and maintain your integration with Ignition.

Written by Lise Gervig Pedersen
Updated over a week ago

Other Connected Apps

Companies House Integration

Learn how to import key dates and updates for all of your UK clients with a couple of clicks.

Written by Peter Grillet
Updated over a week ago

Connect4 Integration

The Connect4 integration ensures actions set in client meetings are integrated into your team's workflow and client work delivery in Karbon.

Written by Lise Gervig Pedersen
Updated over a week ago

HowNow Smart Links Integration

Add HowNow Smart Links to your work items or tasks in Karbon to link to your HowNow areas, documents or records

Written by Lachlan Macindoe
Updated over a week ago

Karbon API Integration

How to access the Karbon OpenAPI spec and use it in Postman and connecting your custom application to Karbon through Karbon's API key

Written by Stuart McLeod
Updated over a week ago

Zapier Integration

Learn how you can integrate with hundreds of other apps by combining Karbon with Zapier.

Written by Lachlan Macindoe
Updated over a week ago

Xama Integration

Learn how to integrate with Xama with Karbon.

Written by Erin Jamison
Updated over a week ago

FAQs

How do I change my Email account?

Steps to change the email address you use with Karbon, and move your work and to-dos to your new account.

Written by Erin Jamison
Updated over a week ago

Can I use Karbon on a shared computer or in a client's office?

Because you log into Karbon through your email provider, there are a few best practices you need to consider to keep your account secure.

Written by Lachlan Macindoe
Updated over a week ago

I can't login, what do I do?

If you are having issues accessing Karbon, there are a few steps to troubleshoot some common causes.

Written by Erin Jamison
Updated over a week ago

I chose the wrong email provider, how do I login to Karbon?

If you chose the wrong email provider when trying to login to Karbon for the first time, reach out to support to have your login reset.

Written by Erin Jamison
Updated over a week ago

What if I want to change my email address, email domain or email provider?

Here are the steps to take if you're making changes to your email domain, email provider or email address linked to Karbon.

Written by Erin Jamison
Updated over a week ago