Business feature— included with the Business plan on Carbon Cloud. If you'd like to self-host this feature, you need a commercial license. Licensing →

Workflow apps

Paid

Connect Google Calendar, Gmail, and Slack accounts that workflow steps can act as.

A can take steps in outside apps: put an event on a Google Calendar, send an email from Gmail, post a Slack message. Each app is an ordinary card under Settings → Integrations, and what you connect is an account — a specific Google account or Slack workspace that authorized Carbon. A workflow step then names which account it acts as.

Connecting an account

Install the app's card and a consent popup opens with the vendor. Approve it and Carbon stores the connection; there are no keys to paste and no settings form. The card's "Accounts" tab lists every connected account, where you can rename one, use "Disconnect", or "Add account" to connect another. Uninstalling the card disconnects every account it connected.

TIP

Connect one account per identity that should act

You can connect several accounts to the same app — two Google accounts, say — and different workflow steps can act as different ones. An email sent by a workflow comes from the connected Google account itself, so "orders@" and "quality@" can each be a connection.

NOTE

Carbon asks for the minimum permissions

The consent screen asks only for what the available steps use. Gmail is the clearest case: Carbon asks for permission to send email, never to read the mailbox.

When an account says "Reconnect needed"

An account records what the vendor granted when it was connected. If a later version of Carbon needs a permission that account never granted, the account shows "Reconnect needed" on the Accounts tab, the builder offers a reconnect link instead of the account, and a step that tries to run with it fails with instructions rather than a cryptic vendor error. "Reconnect" simply re-runs the consent for the same account; nothing else changes.

Disconnecting works the same way in reverse: the account stops working but is not erased, so a workflow step that referenced it says clearly that its account needs reconnecting instead of silently pointing at nothing.

Google Calendar

Connect a Google account to work with its calendars. Two steps:

StepWhat it does
"Google Calendar: Create Event"Puts an event on a calendar you pick, with title, times, and guests.
"Google Calendar: Get all Events"Reads the events in a time window, in chronological order, ready for a Filter step or a repeating step.

Recurring events are expanded into their individual occurrences, so "events tomorrow" includes tomorrow's instance of a weekly meeting.

Gmail

Connect a Google account to send email as that account, with "Gmail: Send Email". The same Google consent covers Calendar and Gmail, but each card connects its own accounts.

NOTE

Send-only, on purpose

Carbon never asks Google for permission to read or search the mailbox — only to send. There is no read-inbox or reply-to-thread step, and the recipient sees the mail come from the connected account like any other message it sends.

Emails are sent as HTML, so a record you drop into the body arrives as a clickable link back to that record in Carbon.

Slack

One Slack install serves two purposes: it puts the Carbon Assistant in your workspace, and it gives workflows four steps.

StepWhat it does
"Slack: Send Message To A Channel"Posts to a channel you pick.
"Slack: Send Message To A User"Sends a direct message.
"Slack: Find User by Email"Looks a workspace member up, so a later step can DM them.
"Slack: Create Channel"Creates a channel, such as one per issue.

Records dropped into a message render as links back to Carbon. As with Google, you can connect more than one workspace and pick per step which one posts.

A Slack workspace can be connected to one Carbon company only. If another company already has it connected, Carbon refuses with "That workspace is connected to another company": disconnect it there first, or connect a different workspace.

HEADS UP

Slack is hidden in controlled (ITAR) environments — when Carbon runs in a controlled deployment, the card doesn't appear at all.