Set the Carbone API version before document tasks
Make API version selection an explicit step in your sales document workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
Why this helps
Unclear API version settings can disrupt the steps that follow when managing or rendering sales templates.
- Set a deliberate Carbone API version before follow-up work.
- Make version selection part of a repeatable webhook workflow.
- Reduce manual setup when preparing later template or report tasks.
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 API version setup.
- 3Tell Notis which Carbone API version to set for subsequent document operations.
- 4Pick the webhook trigger and where run reports should go.
- 5Test with one request and verify the version setting before follow-up work.
Questions about this workflow
Does setting the version also generate a report?
No. It sets the API version for subsequent requests. Use a separate allowed action to generate or manage a document.
Where should the version value come from?
Use the version supported by your Carbone setup. This action's description does not define specific version values.
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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