Start the week with a prepared pipeline report
Have your pipeline review document ready on a schedule, using the Salesforce data Notis can access.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Preparing a weekly pipeline review can consume focus before the team even discusses the deals.
- Give pipeline reviews a consistent document format.
- Reduce recurring report preparation work.
- Keep review time focused on decisions.
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 name it.
- 3Ask Notis to generate a pipeline report from accessible Salesforce Opportunity data using your Carbone template.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review whether the available data supports the report.
Questions about this workflow
Does the schedule include all Salesforce Opportunities automatically?
The report can use only Salesforce data available to Notis in this automation. Specify the scope you need and confirm that data is accessible.
Can the report compare this week with last week?
Only if the historical or baseline data is available. Supply that data or ask for a current snapshot instead.
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
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.
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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