See your deal distribution by stage
Get a regular pipeline snapshot in a simple document, ready to review or share.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
A pipeline overview takes longer when deal counts have to be gathered and formatted manually.
- Summarize available deals by stage.
- Make recurring pipeline reviews faster to prepare.
- Show the data retrieval period in the report.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Carbone once in the Notis portal.
- 2Create an automation named Deal Stage Distribution Report.
- 3Tell Notis to count available deals by stage and create a Carbone pipeline snapshot.
- 4Choose a recurring schedule and where run reports should go.
- 5Test once with real data and review the stage counts.
Questions about this workflow
Does this report explain why deals changed stages?
Only if that history is available to the workflow. The basic report summarizes available counts by stage.
Can I set the reporting period?
Specify the period in your instruction if the required history is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Carbone. A trigger fires from one place; an action lands in another.
Active campaign triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Active campaign and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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