Turn prepared deal details into a proposal
Create a formatted proposal from the information already prepared for a prospect or client.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Proposal writing can become a repetitive formatting task when every opportunity starts from scratch.
- Render proposal data into a reusable template.
- Keep proposal formatting consistent across requests.
- Spend less time assembling repeatable sections by hand.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe the proposal document to render.
- 3Pick a webhook trigger that receives prepared deal details.
- 4Choose where run reports go and test with one real proposal example.
Questions about this workflow
Does this send the proposal to the prospect?
No. The available action generates a report. Document delivery is described by Carbone's app overview but is not one of the supplied action events.
Can the proposal use custom terms?
Yes, if the required terms are included in the JSON data and the chosen template supports them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Carbone. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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