Keep sales template details current in Carbone
Make key template details easier to understand and maintain as your sales materials evolve.
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
Old names and comments make it hard to tell whether a sales template is still the right one to use.
- Update a template's name, comment, tags, or category.
- Manage supported version deployment and lifecycle metadata.
- Make template details more useful for later discovery.
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 template metadata review.
- 3Tell Notis which template ID to update and the exact metadata changes to apply.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one known template and confirm the intended metadata update.
Questions about this workflow
Can the action replace the template file?
No. It updates template metadata and attributes. Upload a template to add or replace template content.
What details can be updated?
The action supports template name, comment, tags, category, and control of version deployment and lifecycle.
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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