
When this happens...
New Assistant
New Queries
New Interface
Interface Checkpoint Created
New Tab
New Tile

Automatically do this!
Enable Integrations or automations with these events of Unify and karbon
Triggers when a new assistant is created.
Triggers when a new query is created.
Triggers when a new interface is created in a specific project.
Triggers when a interface checkpoint is created.
Triggers when a new tab is created in a specific interface.
Triggers when a new tile is created in a specific tab.
Create a new assistant.
Update assistant configuration.
Delete an assistant.
Create a new Project.
Rename a Project.
Creates a new context within a project.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Unify and karbon accounts to viaSocket. Once connected, you can set up a workflow where an event in Unify triggers actions in karbon (or vice versa).
Absolutely. You can customize how Unify data is recorded in karbon. This includes choosing which data fields go into which fields of karbon, setting up custom formats, and filtering out unwanted information.
The data sync between Unify and karbon typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Unify and karbon. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
Learn MoreKarbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.
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