Know whether Carbone is ready for sales documents
Add a simple service health check to your document workflow so you can plan around Carbone status.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Carbone Server Status
Checks the server’s current status and health.
Why this helps
Discovering a document service issue after a proposal is already due creates avoidable last-minute pressure.
- Retrieve current Carbone server status on a recurring schedule.
- Surface service health before planned document preparation.
- Give the team a clear operational signal for follow-up.
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 Carbone health checks.
- 3Tell Notis to retrieve the Carbone server status and summarize whether it is ready for planned sales document generation.
- 4Choose a recurring schedule and where run reports should go.
- 5Test a run and confirm the status report is easy to act on.
Questions about this workflow
Does this generate a document?
No. This workflow checks Carbone server health. Generate Carbone Report is a separate action for rendering documents.
Does the check guarantee a later render will succeed?
No. It reports the server's current status, which can change after the check.
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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