Generate a proposal PDF from every new Pipedrive deal
Move from signed interest to a sendable proposal without rebuilding documents by hand.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
New deals create a rush to assemble pricing, scope, and contact details before momentum fades.
- Create a consistent proposal artifact quickly
- Reduce copy and paste errors
- Keep deal follow-up moving while context is fresh
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Carbone once in the Notis portal.
- 2Create an automation named New Deal Proposal PDF.
- 3Tell Notis to generate a proposal PDF from each new deal using the connected Carbone template and available deal data.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports should go.
- 5Test with one real deal and review the generated document.
Questions about this workflow
Can this include custom pricing logic?
Notis can use pricing data returned by Pipedrive or instructions you provide, but it cannot infer missing pricing rules.
What happens if the template is missing?
The run report will identify the missing template or data so you can correct it before sending the proposal.
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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