Karbon is practice management software, designed to improve workflow efficiency, standardize practice processes, automate tasks, and grow your firm at scale.

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By Linking up your work templates from Karbon to your Line Items and Templates within OverSuite, this will allow you to manage workflows, communicate with teams and deliver exceptional client work.

This means that when an Engagement Letter is accepted, the relevant work templates can be triggered from the line items that have been included in the Engagement Letter.
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You can also pull contacts from Karbon, when creating an Engagement Letter, as well as creating new contacts in Karbon too.
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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 OverSuite.
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​STEP 1: Head to Settings > Integrations > Karbon.
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STEP 2: Obtain your Karbon Access Key.

To generate your Karbon access key, you'll want to head into Karbon and go to Settings > Connected Apps.

From here, select connect next to OverSuite and copy the connection token that is generated for you.

STEP 3: Paste the token into OverSuite.

Paste the token into the Karbon Access Key field on your Karbon integration page.

Don't forget to save your settings so that the connection can be established.
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STEP 4: Assigning your line items in OverSuite to jobs in Karbon.

Head to Configure > Line items.
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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.
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This means that when your client accepts their 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.

STEP 5: Triggering workflows for specific templates.

You can also trigger work templates in Karbon where specific templates have been used to create an Engagement Letter.

For example, for a 'new client template' you may choose to trigger your client onboarding workflow if this is setup in Karbon.

To do this, head to Configure > Templates & E-mails and click the 'edit' button on a template.

From the Karbon tab, type in the workflows you'd like to be triggered when an Engagement Letter of this type is accepted.

Save this template once done.
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​What dates will be pulled through?
The dates entered within the Create Letter of Engagement page will be pulled through to Karbon.

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​FYI: 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 work flow is triggered upon the proposal acceptance.

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If you have any questions, please reach out to us! 😃