Keep sales document templates easy to find
Get a recurring view of available Carbone templates without interrupting your sales workflow.
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
When document templates are hard to locate, founders lose time checking systems before preparing customer materials.
- Make available templates easier to review on a regular cadence.
- Reduce time spent searching before creating a sales document.
- Spot template naming or inventory gaps for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Carbone once in the Notis portal.
- 2Create a scheduled automation in Notis and give it a clear name.
- 3Tell Notis to retrieve the Carbone template list and summarize templates relevant to Agile CRM sales documents.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and confirm the listed templates are useful.
Questions about this workflow
Does this workflow read Agile CRM contacts or deals?
No. The available target action lists Carbone templates. Use the schedule to produce a template inventory for sales document planning.
Can the template list be filtered?
The Carbone action supports filtering, search, and cursor-based pagination, but the exact criteria should be supplied in your instruction.
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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