Karbon Integration: Automate Workflows

Begin saving time by streamlining your processes with automatic task generation once your client has accepted their engagement.

Start connecting each line item in GoProposal to an existing workflow in Karbon to trigger your tasks once your client has accepted their engagement

You can view your contacts within Karbon on GoProposal’s Create Proposal page or, create new contacts that will appear in Karbon

Getting started with GoProposal and Karbon is simple and connecting the two platforms is fast because of our innate integration

Connect the platforms

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.

Configure 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’.

Streamline your onboarding processes with GoProposal’s Senta integration

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Configure your GoProposal line items with Senta workflows

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Find your existing contacts

Resources Centre

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FAQs

What are the primary benefits of integrating GoProposal with Karbon? Close: The main benefits include saving time through automated task generation, automatically triggering workflows based on proposal line items, and easily managing your client contacts between both platforms.
Do I need to have an existing Karbon account to use the integration? Close: Yes, you need an active Karbon account to connect it with GoProposal. You'll also need your Karbon Access Key.
Can I choose which Karbon work templates are triggered by specific GoProposal line items? Close: Absolutely. During the line item configuration in GoProposal, you can select the desired Karbon work template from a drop-down list.
Is there any limit to the number of workflows I can connect between GoProposal and Karbon? Close: There are no inherent limits within the GoProposal and Karbon integration itself, but any limits imposed by your specific Karbon plan would still apply.
Where can I find support if I encounter issues with the integration? Close: If you experience any problems, you can contact GoProposal's support team or Karbon's support team. Both platforms have resources and support channels to assist you.
How long does it take to set up the integration? Close: The integration setup is typically quick and straightforward, often taking only a few minutes if you have your Karbon Access Key ready and your templates configured.

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