Keep a simple snapshot of your document catalog
Get a recurring overview of what templates are available across the Carbone workspace.
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 scattered template catalog makes it harder to see what documents already exist and where gaps remain.
- Get a recurring overview of stored templates.
- Use search and pagination to inspect a large catalog.
- Identify potential duplicate or missing document types for human review.
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 the template catalog snapshot.
- 3Tell Notis to list Carbone templates and summarize the catalog for sales and support work.
- 4Choose a recurring schedule and where run reports should go.
- 5Test the summary and adjust the search or pagination instruction if needed.
Questions about this workflow
Can the catalog cover all templates?
The action supports cursor-based pagination. Ask Notis to continue through pages when you need a fuller catalog.
Does the summary make changes to templates?
No. List Templates retrieves information. Editing content or metadata requires a separate action.
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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