Integrate GoProposal with Karbon
Start saving time
Begin saving time by streamlining your processes with automatic task generation once your client has accepted their engagement.
Automatically trigger workflows
Start connecting each line item in GoProposal to an existing workflow in Karbon to trigger your tasks once your client has accepted their engagement
Easily view your contacts!
You can view your contacts within Karbon on GoProposal’s Create Proposal page or, create new contacts that will appear in Karbon
How to Get Started with GoProposal & Karbon
Getting started with GoProposal and Karbon is simple and connecting the two platforms is fast because of our innate integration
Connect
Head to Settings > Integrations > Karbon Integration and enter the Karbon Access Key. To generate your Karbon access key, head to Karbon > Settings > Connected Apps, and copy and paste the Access Key to the GoProposal integrations page.
Setup Your Line Items
Select Configure > Line Items > ‘Edit Line’ beside any of your line items. From here, select the Integrations tab, and choose a work template from the drop-down list. Make sure that the work template you’d like to select already exists in Karbon.
Setup Your Templates
Select Configure > Proposal Templates & Emails ‘Edit’ > ‘Karbon. From here, click on the bar and select the correct work template for the Proposal Template type (for example, kick off onboarding tasks for your new clients). Once the correct work templates have been selected, click ‘Save Template’.
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