Delete Carbone Template
Permanently delete a template from the Carbone server by its 64-character hexadecimal template ID. This action is irreversible. Ensure you have the correct template ID before deleting.
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Integrate Carbone
with your AI CRM
Carbone is a fast and simple report generator that converts JSON data into various document formats such as PDF, DOCX, XLSX, ODT, and more, using templates.
Explore Triggers and Actions
Download Template
Tool to download a template from Carbone by template ID. Use when you need to retrieve the original template file.
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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.
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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.
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List Template Categories
Tool to retrieve a list of all categories used in templates. Categories function like folders for organizing templates. Use when you need to see available template groupings.
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List Template Tags
Tool to list all tags currently used in templates. Use when you need to discover available tags for categorizing or filtering templates by document type or version.
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List Templates
Tool to retrieve a list of templates from Carbone storage with filtering, search, and cursor-based pagination. Use when you need to find templates, search by name or ID, or iterate through all deployed templates.
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Render Template Direct
Tool to generate a document by uploading a base64-encoded template and data in a single API call. Use when you need to render documents without uploading templates separately.
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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.
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Update Template Metadata
Tool to update metadata and attributes of an existing Carbone template. Use when you need to modify template name, comment, tags, category, or control version deployment and lifecycle.
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Upload a template
Upload a template file to the Carbone server to obtain a template ID for document generation. Supported template formats: DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG, XHTML, IDML, HTML, or XML. Templates can contain placeholders like {d.fieldname} that will be replaced with data during report generation.
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How the Carbone integration works
The Carbone integration connects your Dench AI CRM directly to Carbone, so agents can read and act on your Carbone data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
11 actions are available for agents to invoke on your behalf. Every call runs through Carbone's own authorization, scoped to the account you connect.
Set up Carbone in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Carbone and click Connect — you'll authorize access through Carbone's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Carbone in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Carbone integration work with Dench?
The Dench Carbone integration connects your AI CRM to Carbone, so AI agents can work with your Carbone data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Carbone via Dench?
The Carbone integration currently exposes 11 actions, including Delete Carbone Template, Download Template, Generate Carbone Report, Get Carbone Server Status, List Template Categories, and List Template Tags. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Carbone to Dench?
No. You connect Carbone from your Dench workspace using Carbone's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Carbone integration secure?
Connections are authorized through Carbone's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Carbone connection from your workspace settings at any time.