It's easy to set up GoProposal to integrate with Karbon.
Before you start
Before you set up the integration, make sure you have set up your work templates in Karbon and the associated line items (services) in GoProposal.
Step 1 - Get your Karbon access key
To connect GoProposal to karbon, you require a Karbon access key.
In Karbon and go to click Settings, then Connected Apps.
Click CONNECT next to GoProposal.
Copy the connection token that is generated for you.
Step 2 - Connect to Karbon
In GoProposal, click Settings, then Integrations.
Click the Karbon tab.
Paste your Karbon Access Key that you copied earlier.
Click Save Settings.
Further setup steps
Assign your line items in GoProposal to jobs in Karbon
Click Configure, then Line items.
For every service which has a matching work template in Karbon, click Edit Line.
Click the Integrations tab. There is an option to assign the line item to a Karbon work template.
This means that when your client signs a proposal and engagement letter containing this line item, this work template will be triggered in Karbon.
Repeat these steps for all of the services you need to associate to work templates.
Trigger workflows for specific proposal templates
You can also trigger work templates in Karbon where specific proposal templates have been sent out to your client.
For example, for new clients you may choose to trigger your client onboarding workflow if this is setup in Karbon.
Click Configure, then click Templates & E-mails.
Click Edit.
Click the Karbon tab.
Type in the workflows you'd like to be triggered when a proposal of this type is accepted.
Click Save Template when you're done.
What dates will be pulled through to Karbon?
The dates entered within the Create Proposal page will be pulled through to Karbon, this is the 'Start Date'.
Using Karbon Integration
When you create a proposal, you now have the option to pull an existing contact from Karbon or add a new contact.
If this proposal is accepted and the letter of engagement is signed by your client, then the work templates you need will be triggered in Karbon (these line items must be connected, as explained in the section, Assign your line items in GoProposal to jobs in Karbon.
📌TIP: To make sure your integration works seamlessly, confirm that the email associated with your GoProposal user profile is the same as the email associated with your user profile in Karbon. This allows the assignee to be recognised when the workflow is triggered upon the proposal acceptance.