If you want to get your Karbon Integration all setup and working, this is how you do it...
How To Set Up (Step By Step)
Before you start
Before you set up the integration, you'll want to make sure you have set up your work templates in Karbon and then the associated line items (services) in GoProposal.
Setting it up
Step 1. Head to Settings > Integrations > Karbon in GoProposal
Step 2. Getting the Karbon Access Key
To generate your Karbon access key, you'll want to head to Karbon and go to Settings > Connected Apps..
.. click connect next to GoProposal
.. and copy the connection token that is generated for you.
Step 3. Paste token into GoProposal
Paste this token into the Karbon Access Key field on your Karbon integration page.
Step 4. Save your settings
Step 5. Assign your line items in GoProposal to jobs in Karbon
Head to Configure > Line items.
For every service which has a matching work template in Karbon, select edit line.
From the integrations tab, you will see the 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!
Step 6. Repeat Step 5 for all of the services you need to associate to work templates.
Step 7. Triggering 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.
To do this, head to Configure > Proposal Templates and E-mails..
..Edit a template
..From the Karbon tab, type in the workflows you'd like to be triggered when a proposal of this type is accepted.
Save this template once done!
Using The Integration
When you create a proposal, you will now have the option to pull an existing contact from Karbon or add them.
If this proposal is accepted and the letter of engagement is signed by your client, then the work templates needed will be triggered in Karbon (providing these line items have been connected as per Step 5).