Connect Agile CRM to Carbone
When something happens in Agile CRM, Notis takes the next step in Carbone. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agile CRM to Carbone
Create a proposal PDF from an Agile CRM contact
Start a webhook when a qualified Agile CRM contact is ready for a proposal, then generate a client-ready PDF from a Carbone template and the supplied data.
Review Carbone templates for Agile CRM sales documents
On a recurring schedule, list Carbone templates so the team can review which document templates are available for Agile CRM sales work.
Render an Agile CRM document without uploading a template
Use a webhook to provide a base64 template and data for Carbone to generate a document in one direct rendering call.
Review Carbone categories for sales documents
Run a recurring Carbone category lookup to keep the document groupings used by Agile CRM sales work visible and easy to review.
Discover Carbone tags for Agile CRM documents
Start a webhook-based lookup of all tags used in Carbone templates to help keep sales document naming and classification consistent.
Check Carbone health before document work
Schedule a Carbone server status check so founders can see whether the document service is healthy before planned Agile CRM sales document work.
Set Carbone API version before sales document work
Use a webhook request to set the Carbone API version for subsequent report rendering or template management in an Agile CRM document workflow.
Find Carbone proposal templates on demand
Start a webhook request to search Carbone storage for templates matching proposal needs, helping the Agile CRM sales team find a starting point quickly.
Retrieve the original Carbone sales template
Request the original Carbone template file by template ID when a sales document needs review or adaptation for an Agile CRM opportunity.
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Carbone. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agile CRM and Carbone
Connect any two apps with Notis in the middle.
Agile CRM and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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