Find the right customer document template faster
Search stored templates using the customer task at hand as context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Searching a template library manually slows down customer follow-up and makes it easier to choose the wrong document.
- Search templates with terms tied to a specific customer need.
- Use filtering and pagination to refine results.
- Reduce time spent hunting through document storage.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Carbone once in the Notis portal.
- 2Create a webhook automation in Notis for customer document search.
- 3Tell Notis to search Carbone templates using the customer task details in the request and summarize the best matches.
- 4Pick the webhook trigger and where run reports should go.
- 5Test with one real customer document need and confirm the matches.
Questions about this workflow
Does the search see customer details in Agile CRM?
No. Include the relevant customer task or document need in the webhook request. Agile CRM exposes no trigger events here.
Can the search return more than one page?
Yes. The List Templates action supports cursor-based pagination, so the instruction can ask Notis to continue when useful.
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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