Find the tags already used across your sales templates
See the labels in use before you prepare or organize the next customer document.
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
When template labels are scattered or forgotten, people waste time guessing which document is current or relevant.
- Retrieve tags currently used across Carbone templates.
- Make existing document labels visible for review.
- Use known tags as context when planning future sales documents.
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 tag discovery.
- 3Tell Notis to list the tags currently used in Carbone templates and summarize labels relevant to sales documents.
- 4Pick the webhook trigger and where run reports should go.
- 5Test with one request and confirm the returned tags are understandable.
Questions about this workflow
Does this workflow apply tags to templates?
No. It discovers tags already in use. Applying or changing template metadata uses a different Carbone action.
When does the webhook trigger run?
It runs when an HTTP request starts the Notis automation. Agile CRM does not provide a native trigger event in this workflow package.
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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