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Replies posted by Automation n Stuff

29 Replies

Newest First

Oldest first

Stephen RoosBeginner

asked in Ask a Peer

MiyaRising Star

asked in Share Tips & Best Practices

What are others preferred tools?

I use NordPass for password management specifically.More generally (which I more think is the intent of the question?) for CRM, Opportunities, Agreements, Help Centre, Ticketing I use a custom app I built (but not live yet). Karbon for project management and Calendly etc.

6 months ago

Rebecca WilliamsSr. Karbon Community Guide

asked in Ask a Peer

Ignition + Karbon integration questions

@bob swogland Yes, I’ve done a couple different versions in fact. 1 uses a database, the other doesn’t.

6 months ago

Rebecca WilliamsSr. Karbon Community Guide

asked in Ask a Peer

Ignition + Karbon integration questions

@bob swogland Sorry, not sure I understand the question?

6 months ago

Tom KneelandRising Star

asked in Ask a Peer

Google Contacts

Never done it but should be doable without much fuss.

10 months ago

Mike RichardsonRising Star

asked in Ask a Peer

Does anyone know how to retrieve a contact's BusinessCardKey through the API?

This works for me: I’ve found in the past there is some funkiness around the expand function when I copy a section but if I restart that section it usually works.

11 months ago

Rebecca WilliamsSr. Karbon Community Guide

asked in Ask a Peer

Ignition + Karbon integration questions

@lbernstein email me sales@automationnstuff.com and tell me a little bit about what you are looking to achieve and we can setup a time to go over together 👍

6 months ago

Rebecca WilliamsSr. Karbon Community Guide

asked in Ask a Peer

Ignition + Karbon integration questions

I am able to customizerthe Ignition > Karbon sync if anyone is interested. There is more we can do as well it just all dependant on data sourcing.

6 months ago

KatharineBeginner

posted in Ask a Peer

Anyone have their cloud phone intergrated to Karbon in any way?

If you email me (paul@automationnstuff.com) the platform and related dev docs I can tell you wants possible with the caveat that a lot of this will be noisy and will be dependant on having clean accurate data.

11 months ago

David SadowskyRising Star

asked in Ask a Peer

See all of one industry

@David Sadowsky didn’t you mention using Hubspot in your previous thread? If that is the originator of your contact information you should be able to pull it from there.As @max mentioned a lot of the contact details that are ‘deeper’ in the contact profile aren’t openly searchable.

1 year ago

David SadowskyRising Star

asked in Ask a Peer

How much are you spending on your tech stack?

To add to what @max said I think you also have to analyze your utilization.You need to try and maximize your investment through high utilization of said investment and not duplicating unused functionality.Most business are paying for an office suite (for example) are are probably only utilizing 10-20% of it’s functionality.

1 year ago

Vittorio TisonBeginner

asked in Ask a Peer

Access karbon api via power automate

Yes, I use PA to access the Karbon API.Works fine for me. Make sure in your parse schema you define as [“string”, “null”] for any field that could be blank.

1 year ago

Don StewartBeginner

asked in Ask a Peer

Looking for a gig contractor to help with API across multiple platforms

@Rebecca Williams That’s more what I was thinking as well Call > Slack/Teams post > Reply becomes the Karbon Note.

1 year ago

Don StewartBeginner

asked in Ask a Peer

Looking for a gig contractor to help with API across multiple platforms

I’d more go down the route of populating a message/reminder in Teams and using the reply as the note in some manner or similar, personally. I’d also probably poll and dedup on a time frame to avoid unnecessary noise. I also don’t use the phone personally for context 😂

1 year ago

Don StewartBeginner

asked in Ask a Peer

Looking for a gig contractor to help with API across multiple platforms

The issue with this in terms of notes is you can only alter notes you create (author of). So the note wouldn’t be editable by the assignee, and if you make them the author and the assignee they don’t get the notification. So you end up creating notes to create notes I think it would also get really noisy. A call isn’t always a noteworthy call and sometimes multiples are just one. To me based on those 2 things, you’d need a middle human step to apply sense.

1 year ago

Don StewartBeginner

asked in Ask a Peer

Looking for a gig contractor to help with API across multiple platforms

So you are just trying to log calls on timelines?I’d probably recommend doing that in a different way just using button automation otherwise you’ll get a lot lot lot of noise and a bunch erroring/going nowhere.What is the ultimate goal of the note? Seems like you are notifying someone of a call they were on (but wouldn’t they know?). What do you want to happen from there?That is fairly normal to have to renew your token (usually every 7200 seconds)

1 year ago

Don StewartBeginner

asked in Ask a Peer

Looking for a gig contractor to help with API across multiple platforms

@max I’ve never used it before.What are you trying to achieve with it?

1 year ago

Don StewartBeginner

asked in Ask a Peer

Looking for a gig contractor to help with API across multiple platforms

Hello @Don Stewart I sent you a message about this.

1 year ago

Erin JamisonKarbon Team

published in Share Tips & Best Practices

Using Zapier with Karbon to help automate your workflow

@Alison_Janecic Here’s a link to my calendar: https://calendly.com/paulautomationnstuff

50612

1 year ago

Erin JamisonKarbon Team

published in Share Tips & Best Practices

Using Zapier with Karbon to help automate your workflow

@Alison_Janecic You can use Zapier to receive the subscription.If you are looking for something specific I could look at building it for you.

50612

1 year ago

Brian DavisRising Star

asked in Ask a Peer

karbon and zapier

@Brian Davis Yes I approve of you paying me to create automation for you ;)

1 year ago

Erin JamisonKarbon Team

published in Share Tips & Best Practices

Using Zapier with Karbon to help automate your workflow

@Alison_Janecic You can do those items using a Webhook Subscription.@lbernstein You can access the API through Zapier. The best of both worlds.

50612

1 year ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

meet Gehn -- Karbon API powers bot to keep our work types tidy

Hey @blueprintbrian,It’s a minimum 4 tasks per work item off the top of my head.I’m not using Zapier storage anymore because of the limitations and am just using a Gsheet now. Yep Looping by Zapier.

1 year ago

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