Create project status reports from Agiled updates
Keep clients informed with project reports generated from the Agiled details you already maintain.
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
Preparing a clear project update means pulling details from Agiled, then rewriting them into a document by hand.
- Reduce time spent assembling project updates.
- Give stakeholders a consistent document to review.
- Keep report content tied to the project information sent to the automation.
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 give it a name.
- 3Tell Notis to use the incoming Agiled project details to generate a status report with the chosen Carbone template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project update and review the generated report.
Questions about this workflow
What starts this workflow?
A webhook starts it when an HTTP request containing Agiled project information reaches Notis.
Does Notis choose the project template for me?
Describe the report you want in the automation instruction and make the intended Carbone template clear. Notis does not provide a field-mapping screen.
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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