Spot missing groupings in your document setup
Review the categories you have and decide whether your customer documents are organized in a useful way.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Categories
Lists the categories used to organize templates.
Why this helps
As document needs grow, categories can stop reflecting the sales and support work the team actually does.
- List the categories currently used in Carbone templates.
- Highlight possible category gaps for human review.
- Keep sales and support document organization aligned with current needs.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Carbone once in the Notis portal.
- 2Create a scheduled automation in Notis for category gap review.
- 3Tell Notis to list Carbone categories and compare them with the sales and support document types you specify.
- 4Choose a recurring schedule and where run reports should go.
- 5Test one run and review any suggested gaps before changing your organization.
Questions about this workflow
Can Notis know every document type my business needs?
No. Supply the sales and support document types you want considered. The category listing itself does not include your business requirements.
Will this create categories?
No. It lists existing categories and can summarize possible gaps. The action does not create categories.
When this happens · Trigger
Do this · Action
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.
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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