Add an approved sales template to Carbone
Move a reviewed document template into Carbone storage so it can support future customer work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload a template
Uploads a template for document generation.
Why this helps
A finalized template can sit outside the document system while the team continues recreating the same materials manually.
- Upload supplied template content to Carbone storage.
- Prepare approved materials for later report generation.
- Use a webhook request to start a focused template addition.
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 approved template upload.
- 3Tell Notis to upload the approved template content supplied with the request and report the result.
- 4Pick the webhook trigger and where run reports should go.
- 5Test with one approved template and confirm it is available in Carbone.
Questions about this workflow
Does this create a template ID first?
The upload action adds or replaces a template using provided content. Generate Template ID is a separate action if you need an identifier beforehand.
Can the uploaded template be rendered immediately?
This action uploads the template. Report generation is a separate action and requires the relevant template and JSON 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
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