Check the labels on your customer document templates
Make the labels in use visible when your document process changes or a new sales motion begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Template Tags
Lists tags currently used on templates.
Why this helps
Existing labels become hard to trust when teams change their document process without reviewing template organization.
- List currently used Carbone tags on demand.
- Review labels against the process details supplied with the request.
- Make outdated or unclear labels easier to identify.
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 a document label audit.
- 3Tell Notis to list Carbone tags and review them against the document process description provided with the request.
- 4Pick the webhook trigger and where run reports should go.
- 5Test with one request and inspect the label review before making changes.
Questions about this workflow
Will the audit know when a label is outdated?
Only if you provide the current process or criteria to compare with the tags returned by Carbone.
Does the audit change any template tags?
No. It lists tags for review. Updating metadata is a separate action.
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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