Add Carbone status to your regular document review
See the current service signal as part of the routine that keeps customer documents moving.
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
Document generation can slip off the radar until a planned sales task is already waiting on it.
- Include current Carbone health in routine operations review.
- Make document service status visible without a manual check.
- Help founders notice when a follow-up check may be needed.
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 the document readiness review.
- 3Tell Notis to retrieve Carbone server status and report its current health for sales document operations.
- 4Pick a recurring schedule and where run reports should go.
- 5Test one run and confirm the report clearly states the returned status.
Questions about this workflow
Is this different from a live availability guarantee?
Yes. It retrieves current status when the automation runs. It cannot guarantee future service health.
Can I use this before a specific proposal run?
This workflow is scheduled. For an event-based request, a Notis webhook could start a separate health-check automation.
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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