And if you're wondering exactly what you might be able to use the integration for, we shared 10 example Zap automations that you can set up now.

Triage design updates

When we were building our iPhone app, we made some visual changes to Triage to make it more mobile-friendly. We realized that this new design was an improvement on how Triage looked in the web app, so we decided to roll it out there too.

The upgrade means that more information and context is displayed on each item, allowing customers to make decisions without always expanding their emails and other notifications.

It's now easy to see who an item is assigned to, previews of comments, unread message counts, mentions and attachments and the title of the task or note.

We also gave each type of Triage item a visual tweak, giving them a more uniform and scannable appearance, and added some color to help distinguish different types of activity and content.

Redesigned work header

We also gave the header at the top of every work item a new lick of paint. Added charts and color make it easier to see how a work item is progressing as it nears its due date.

Acknowledgments on comments

Last year we introduced comments throughout the app so that teams can collaborate in context by commenting on emails, tasks and notes.

Comments have quickly become one of our most popular features, but we received some feedback that people don't always have anything to add to a colleague's comment, but they still want to indicate that they agree, or that they've simply read it.

So we added an acknowledgment action for all comments across the app.

We purposely kept it simple. No limitless choice of emojis that get a bit ambiguous, and no dislike options (if you disagree or need to say something else, we think that warrants an explanation in a new comment). Just a single 'thumbs up' icon.

Workflow Settings

Different teams and departments in a business all have completely different workflows from one another. So we made some changes that make it easier for those teams to set up Karbon to suit their individual needs.

We added a new area in Settings called ‘Workflow’. This is where all preferences relating to a customer's workflow are adjusted—work statuses, task statuses, work types and automators. Basically everything needed customize how different teams work.

For some time, customers could choose what statuses can be used for work items that have been assigned a certain work type. But this quarter we extended that level of customization to the tasks within those work items. This gives the flexibility to map out and define specific workflows for marketing, accounting, onboarding, HR, or any other function in a business.

You can learn a bit more about how this works here.

Other enhancements

• Contact addresses are now stored in multiple fields, rather than one single field (allowing Karbon data to work a bit more friendlier with other apps like Zapier)

• The name field on contacts has been changed from one full name field, to separate fields for First Name, Middle Name, and Last Name.

• One of the advantages of that, is we could add a new setting giving customers the choice on how contact names display (First, Middle, Last OR Last, First, Middle)

• Email addresses can now be added for the primary contact at the same time as a new organization is created

• Small visual tweaks to Client Tasks make it easier for customers' clients to see the information they've been sent and that they need to respond to

• Client Tasks due dates can be updated in bulk

• The default option for sorting customer To-do lists is now by due date and excludes completed items

• Reminders on a Client Task are now limited to 5 (to reduce the likelihood of too many emails to clients resulting in customers being flagged by SPAM filters)

• The 'Contact Types' page in Settings was renamed 'Contact Settings'

• On request, we can now customize the Client Task platform to any other language