See how Carbone groups your sales templates
Make document categories visible so the team can find the right kind of sales template faster.
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
Unclear template groupings make it harder to choose the right document when sales work is moving quickly.
- Review all categories used by Carbone templates.
- See whether sales document groupings fit the team's workflow.
- Reduce uncertainty when choosing a template category.
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 review.
- 3Tell Notis to retrieve Carbone template categories and summarize which groupings may be relevant to Agile CRM sales documents.
- 4Choose a recurring schedule and where run reports should go.
- 5Test one run and check that the category summary is clear.
Questions about this workflow
Does this action change template categories?
No. It lists categories currently used in templates. Updating template metadata requires a separate allowed action.
Can the schedule be changed later?
Yes. Edit the automation's schedule in Notis to match how often you want to review 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Carbone.