ceven

Karbon

Connects to Karbon so the CPA practice agent runs the client document chase, builds the source-doc checklist per service line, and emails or texts the client until everything is in.

Try Karbon in Ceven

Ask Ceven anything
Standard

Why use Ceven?

  1. AI native Karbon integration

    • Describe the outcome and Ceven picks the right Karbon calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Karbon data, across its full set of actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Karbon access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Karbon, when, and on whose behalf.
    • The agent pauses and asks when Karbon is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Karbon.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Karbon action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Karbon, and when to use it.

List Karbon records
Pull recent Karbon items filtered by status, owner, or date. Usually the first call in a read or report workflow.
Get Karbon record
Fetch a single Karbon record with its full detail and related fields by id, loaded into context before the agent acts.
Create Karbon record
Add a new item in Karbon from a request, a form, or an event in another connected tool.
Update Karbon record
Edit fields on an existing Karbon record for status changes, reassignments, or corrections.
Search Karbon
Query Karbon by keyword or field to find a record, dedupe before a create, or pull a matching set.
Karbon webhook events
React to changes in Karbon the moment they happen, routing each event into the right workflow.

6 actions · scroll to see them all

Frequently asked questions

Open Settings, then Integrations in your Ceven dashboard, choose Karbon, and follow the guided connection flow.
With Karbon connected, Ceven handles Standard API integration, Client + job + task sync, Source-doc chase automation, and more. You describe the outcome in plain language and the agents pick the right Karbon actions, fill the parameters, and report back what they did.
Yes. Ceven stores Karbon credentials per tenant with envelope encryption, enforces row level security at the database, and writes a hash chained audit log of every action. Your data is never used to train models, and you can revoke Ceven's access to Karbon at any time.
Yes. You allowlist actions per agent under Settings, then Integrations. Read access is on by default, the writes a workflow needs are granted explicitly, and anything that cannot be undone stays off until you switch it on.
Within the first session. Connect Karbon in one step under Settings, then Integrations, pick a workflow, and the agents are doing the work inside the hour. There is nothing to install and no credit card to start.

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Try Ceven on your stack

Plug Ceven on top of the tools you already run. Connect Karbon and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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