Make sales template details easier to scan
Clear, current names and labels help you find the right document when customer work is moving fast.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Template Metadata
Updates an existing template’s metadata, attributes or deployment lifecycle.
Why this helps
Template libraries get harder to navigate when names, comments, and labels no longer describe how documents are used.
- Refresh names, comments, tags, and categories on selected templates.
- Improve clarity when searching for a document.
- Include supported version deployment and lifecycle controls when appropriate.
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 sales template metadata cleanup.
- 3Tell Notis which template IDs to update and provide the exact revised metadata for each.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one template and confirm the updated details before expanding the review.
Questions about this workflow
Can Notis decide the right template names without guidance?
Provide naming criteria or the exact metadata to apply. The desired naming standard is not supplied by Carbone.
Does this action edit template content?
No. It updates metadata and attributes. Use Upload a template when template content needs to be added or replaced.
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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