Turn an Agile CRM opportunity into a polished proposal
Give a qualified lead a clear next step without rebuilding their details in a document.
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
Copying contact and deal details into proposals creates busywork and risks sending outdated information.
- Reduce repeated data entry when preparing proposals.
- Keep proposal layout consistent with the Carbone template.
- Review the generated report before sending it.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Carbone once in the Notis portal.
- 2Create an automation in Notis and name it for proposal generation.
- 3Tell Notis to use the webhook data and supplied proposal details to generate a PDF with the chosen Carbone template.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real opportunity and verify the generated PDF.
Questions about this workflow
Does Agile CRM provide the trigger for this workflow?
No. Agile CRM exposes no trigger events here, so a Notis webhook starts the automation when an HTTP request reaches it.
Does this workflow send the proposal to the contact?
No. It generates a report in Carbone. Delivery is a separate step and is not included in the allowed actions.
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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