Turn deal stage changes into a review pack
When a deal moves, give your team a clear snapshot to support the next conversation.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
Deal changes can trigger follow-up work, but the context for the next step is scattered across records and notes.
- Create a repeatable snapshot for deal reviews.
- Reduce time spent assembling deal context after a stage change.
- Make the information available in a familiar document format.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, then give it a name and prompt.
- 3Ask Notis in one instruction to generate a deal review pack from the changed deal details using your Carbone template; state which details the report should cover.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real stage update and review the generated report for useful, available deal context.
Questions about this workflow
Does this run for every deal stage update?
It starts on the listed HubSpot Deal Stage Updated event. The available trigger description does not specify stage filters.
Can the report explain why the deal changed stage?
Only if that reason is available in the event data or otherwise supplied. The workflow cannot infer missing deal history.
Do I need a Carbone template?
Yes. Generate Carbone Report uses a template and JSON data, so specify a suitable existing template and the deal data to include.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Carbone. A trigger fires from one place; an action lands in another.
Hubspot triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Contact Created Trigger
Contact Created Trigger
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Connect any two apps with Notis in the middle.
Hubspot and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Carbone.