Standardize the Carbone API version for new deals
Keep deal document runs aligned with the API version your templates expect.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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.
Why this helps
Version drift can create confusing rendering differences across otherwise similar deal documents.
- Make version choice explicit
- Reduce environment surprises
- Support repeatable document runs
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Carbone once in the Notis portal.
- 2Create an automation named Deal Carbone API Version.
- 3Tell Notis to set the approved Carbone API version whenever a new deal arrives and report the applied version.
- 4Pick the Pipedrive New Deal Received trigger and choose where reports should go.
- 5Test with one real deal and verify the version in the run report.
Questions about this workflow
Which API version should I choose?
Use the version required by your Carbone setup and templates; the workflow does not invent a version.
Does this render the report too?
No. It prepares the version setting for subsequent Carbone requests.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Carbone. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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