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Connect GoProposal with Karbon

With Karbon integration, you can directly link GoProposal line items and proposal templates to Karbon work templates. This connection triggers essential workflows when a client signs their engagement letter.

Written by Jack Choppin

Using the Karbon integration

  • When creating a proposal, you can pull an existing contact from Karbon or add a new one.

  • Once a client accepts the proposal and signs the engagement letter, Karbon triggers the work templates.

📌 TIP: Ensure the email address in your GoProposal user profile matches the email in your Karbon profile. This ensures the system recognises the correct assignee when it triggers the workflow.

Before you start

  • Set up your work templates in Karbon

  • Ensure your GoProposal line items match these templates

Get your Karbon access key

  1. In Karbon, go to Settings and select Connected Apps.

  2. Click Connect next to GoProposal.

  3. Copy the connection token generated for you.

Connect GoProposal to Karbon

  1. In GoProposal, go to Settings and select Integrations.

  2. Find Karbon and click Connect.

  3. Paste your Karbon access key into the field provided.

  4. Click Save Settings.

Assign line items to Karbon work templates

  1. In GoProposal, go to Configure and select Line Items.

  2. Click Edit Line next to the relevant line.

  3. Select the Integrations tab.

  4. Use the dropdown to assign the line item to a Karbon work template.

  5. Repeat for all services that need to trigger workflows in Karbon.

When a client signs a proposal containing these line items, Karbon triggers the linked work templates.

Trigger workflows for specific proposal templates

  1. In GoProposal, go to Configure and select Templates & Emails.

  2. Click Edit next to the proposal template you want to link.

  3. Open the Karbon tab.

  4. Enter the workflows you want to trigger when clients accept this proposal type.

  5. Click Save Template.

What dates does Karbon send?

GoProposal sends the Start Date entered on the Create Proposal page to Karbon.

See also

Karbon and GoProposal integration

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