Prepare a unique ID for a new sales template
Get the identifier ready before adding a new template to your document workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Template ID
Why this helps
Creating a template involves several steps, and hunting for an identifier adds avoidable friction at the start.
- Generate a unique template ID for a new template.
- Prepare the identifier needed before template upload.
- Make a discrete setup step available through a webhook request.
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 new template setup.
- 3Tell Notis to generate a unique Carbone template ID and return it for the planned sales template.
- 4Pick the webhook trigger and where run reports should go.
- 5Test with one request and confirm the returned ID is available for the upload step.
Questions about this workflow
Does this action upload a template?
No. It generates a unique template ID. Upload a template is a separate action that provides template content.
When should I request an ID?
Request the identifier when preparing a new template that needs its ID before upload.
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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