Generate invoice documents from Agiled data
Turn invoice information already captured in Agiled into a consistently formatted document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Recreating invoice details in another document creates repetitive work and increases the chance of inconsistent information.
- Reuse invoice information available in Agiled.
- Produce consistently formatted supporting documents.
- Avoid manually re-entering details into a report.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice documents.
- 3Tell Notis to use the incoming Agiled invoice information to render the specified document with the chosen Carbone template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice record and verify the document details.
Questions about this workflow
Does this replace invoice creation in Agiled?
No. This workflow generates a document in Carbone from Agiled information provided to the automation.
Can the document include payment status?
Yes, when payment status is present in the Agiled information made available to the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Carbone. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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