Open the original template behind a sales document
Retrieve the source template when you need to inspect how a customer document is built.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Download Template
Downloads the original template file.
Why this helps
Working from an old exported document makes it difficult to verify the source template before preparing new sales materials.
- Download a stored template using its ID.
- Review the original file before adapting sales documents.
- Keep the template source available for a specific opportunity task.
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 template retrieval.
- 3Tell Notis to download the original Carbone template using the template ID supplied in the request.
- 4Pick the webhook trigger and where run reports should go.
- 5Test with one known template ID and verify the downloaded source file.
Questions about this workflow
Where does the template ID come from?
Use a known ID, or first use List Templates to find the template and its identifier.
Does this update the template?
No. Download Template retrieves the original file. Upload a template or update metadata is a separate operation.
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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