Review deals that may need attention
Put potentially stalled deals into one review document, with the rule made clear.
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
Deals that need a nudge can disappear among newer work when nobody has time to scan every record.
- Apply a stale-deal rule supplied in the automation instruction.
- Create one review document on a recurring schedule.
- Make missing age or activity data visible instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Carbone once in the Notis portal.
- 2Create an automation named Scheduled Stale Deal Review.
- 3Tell Notis which age or inactivity rule defines a stale deal and to include matching available deals in a Carbone report.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the required deal history is available.
Questions about this workflow
Does ActiveCampaign provide a universal stale-deal flag?
This workflow relies on a rule you provide and the deal age or activity data available to Notis.
What if deal history is missing?
Notis should call out the missing data rather than infer which deals are stale.
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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