Generate a one-off sales document directly from webhook data
Render a tailored document from a supplied template in one Carbone call, with no separate template upload step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Render Template Direct
Generates a document from a template and its data in one request.
Why this helps
One-off sales documents can take more setup than the customer-facing output is worth.
- Render from a supplied template and data in one action.
- Avoid separately uploading a one-off template to Carbone storage.
- Use a webhook request to kick off a document task when needed.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Carbone once in the Notis portal.
- 2Create a webhook automation in Notis and name it for direct rendering.
- 3Tell Notis to use the supplied base64 template and request data to render the required document with Carbone Direct.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real template and verify the rendered document.
Questions about this workflow
Does this action require a template already stored in Carbone?
No. Render Template Direct accepts a base64-encoded template and data in a single API call.
What must the webhook request include?
It must provide the template content and document data needed for rendering. The exact request content depends on your template and use case.
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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