Turn support details into a clear customer report
Create a consistent report from the case information your team already has at hand.
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
Summarizing customer support context into a useful report takes time when information has to be rewritten for each case.
- Generate repeatable reports from supplied support details.
- Give internal or customer-facing summaries a consistent format.
- Reduce manual rewriting when preparing case follow-up.
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 support report generation.
- 3Tell Notis to use the supplied support case details and a Carbone template to generate a structured report.
- 4Pick the webhook trigger and where run reports should go.
- 5Test with one real case and review the report for accuracy.
Questions about this workflow
Does this read support cases directly from Agile CRM?
No. Agile CRM has no trigger events in this package. The webhook request must provide the case details for the report.
Can I use the same template for every case?
Yes, if the template fits the reports you want to produce. Notis generates a report using the template and supplied JSON data.
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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