Prepare opportunity reviews from Salesforce changes
Keep deal review documents current as opportunities move or change.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Important opportunity changes can get lost between CRM updates and the next deal review.
- Create a review artifact after a deal changes.
- Reduce pre-meeting document assembly.
- Make opportunity updates easier to bring into discussion.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to generate a Carbone report using the changed Opportunity details and your template.
- 4Pick the New or Updated Opportunity trigger, then choose where run reports should go.
- 5Test with one real Opportunity update and review the report.
Questions about this workflow
What opportunity activity starts the workflow?
Event 16814 runs when a Salesforce Opportunity is created or updated.
Will the report include deal history?
Only data available from the trigger or requested and accessible to Notis can be used. Provide any additional history in your instruction or source data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Carbone. A trigger fires from one place; an action lands in another.
Salesforce triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
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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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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