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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Document" from Agrello.

Add your action

An action happens after the trigger—such as "Upload a Template" in Carbone.io.

You’re connected!

Zapier seamlessly connects Agrello and Carbone.io, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Document
Triggers when a new document is added.
Trigger
Polling
Try It
- Workspace to find Folder from
- Folder to watch
- Metadata keys
Trigger
Instant
Try It
- Workspace
  Required
- Folder
  Required
- Document Name
  Required
- Output Type
  Required
- File URL (Deprecated. Use 'File' field instead)
- Send for signing immediately
- Signers
- Metadata
Action
Write
- Document name
  Required
Action
Search
- Workspace name
  Required
Action
Search

- File
  Required
- Convert To
  Required
- Output File Name
Action
Write
- Office Source
  Required
- PDF Converter Engine
Action
Write

- Render ID
  Required
Action
Write
- Template Source
  Required
- Data
  Required
- Convert To
- Return Render ID
- Document Name
- Timezone
- Language
- Complement
- Variable String
- Translations
- Enum
- Currency Source
- Currency Target
- Currency Rates
- Hard Refresh
- Batch Split By
- Batch Output
- Batch Report Name
- Webhook URL
Action
Write
- Template ID
  Required
- Template Name
- Template Comment
- Category
- Tags
- Deploy Date
- Expiry Date
Action
Write

- Workspace to find Folder from
- Folder to watch
Trigger
Instant
Try It
- Workspace to find Folder from
- Folder to watch
- Metadata keys
Trigger
Instant
Try It
- Workspace
  Required
- Folder
  Required
- Template
  Required
- Document Name
  Required
- Send for signing immediately
- Additional signers
- Metadata
Action
Write
- Document name
  Required
Action
Search
- File
  Required
- Template Name
- Template Comment
- Category
- Tags
- Add Version To
- Enable Versioning
- Deploy Date
- Expiry Date
Action
Write
- HTML Source
  Required
Action
Write
- Template ID
  Required
Action
Write
- Template ID
  Required
Action
Write
Get Status
Returns the current Carbone Cloud API status and version.
Action
Write

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Connect Agrello and Carbone.io to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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Learn about AI automation

About Agrello

All in one e-signing solution for busy people

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Related categories

Signatures

About Carbone.io

Generate customized documents, such as reports, invoices, contracts and more. Finally convert to many formats: PDF, DOCX, XLSX, CSV, PPTX and more.