Document project scope changes from Agiled
Make project changes easier to explain with a consistent report based on the details available in Agiled.
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
Scope decisions can be difficult to communicate later when the change and its context are buried in project records.
- Create a structured summary of project changes.
- Keep the report linked to information available in Agiled.
- Make change context easier to review and share.
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 scope change reports.
- 3Tell Notis which incoming Agiled project details to include in a scope change report using the chosen Carbone template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real scope update and verify the report does not assume missing history.
Questions about this workflow
Can it explain how a change affects the schedule?
Only if the relevant schedule and change details are available in the Agiled information provided.
Can it compare the original scope with the new scope?
That comparison requires the original scope and the change details to be available or supplied.
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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