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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

Delete Carbone Template

Delete a Carbone template by template ID, including all its versions, or delete a specific version by version ID. The template stops being returned immediately; the file is removed after the storage retention delay.

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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

Generate a Carbone report from a template and JSON data, with optional output format and rendering settings. Returns a render ID for downloading the generated report; webhook-based asynchronous rendering is also supported.

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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

List categories used in deployed Carbone templates. Categories function like folders for organizing templates.

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List Template Tags

List tags currently used in deployed Carbone templates, for discovering labels used to categorize documents or versions.

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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

Render a document from a base64-encoded template and JSON data without separately uploading the template. The response is wrapped as a downloadable file; when download is disabled, that file contains the JSON render-ID response instead of the generated document.

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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. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Carbone and click Connect — you'll authorize access through Carbone's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Carbone in chat, or call it from an automation.

  4. 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.