Find a proposal template without searching by hand
Request a focused Carbone template search when a sales opportunity needs a document.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
A founder's attention gets pulled into searching storage when it should stay on the customer and decision at hand.
- Search stored templates by relevant terms.
- Use available pagination to review additional results when needed.
- Reduce manual browsing before drafting a proposal.
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 proposal template search.
- 3Tell Notis the proposal-related terms to search in Carbone and ask it to summarize the matching templates.
- 4Pick the webhook trigger and where run reports should go.
- 5Test with one real search phrase and confirm the results are relevant.
Questions about this workflow
Can the search include filters?
Yes. The List Templates action supports filtering, search, and cursor-based pagination. Give Notis the criteria you need.
Will this create a proposal?
No. It finds existing templates. Generate Carbone Report is the action that renders a document from a template and data.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Carbone.