Check Carbone server health on your reporting schedule
Know whether Carbone is available before the team starts preparing Agencyzoom reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Carbone Server Status
Checks the server’s current status and health.
Why this helps
A report run can stall at the worst time when nobody has checked whether the document service is healthy.
- Surface Carbone availability on a predictable schedule.
- Make service readiness visible before report preparation starts.
- Keep a record of status checks in the selected report channel.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to check Carbone server status and summarize whether it is ready for Agencyzoom reporting.
- 4Choose a recurring schedule and where run reports should go.
- 5Test once and confirm the status summary reaches the selected channel.
Questions about this workflow
Does the health check inspect Agencyzoom data?
No. It checks Carbone server status so you can see whether the report service is available.
Can it fix a service issue?
No. This action retrieves status and health information. It can report the result, but it does not repair the server.
Can I run this before a reporting day?
Yes. Choose a recurring schedule that fits your reporting routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Carbone. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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