Carbone integration
Generate documents (PDF, DOCX, XLSX, ODS, and more) from templates and JSON data using the Carbone report generator. Use Carbone from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 8 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Carbone
Update Template Metadata - AndList Tags
Zoft + Carbone
What Zoft can do with Carbone.
- 01Voice agentsA phone agent can use Carbone actions such as Update Template Metadata and List Tags during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Carbone while it talks to the customer.
- 03WorkflowsUse Carbone as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Carbone actions on its own, and ask for your approval before it sends or changes anything important.
Actions 8
Things Zoft can do in Carbone.
- Custom API CallMake a custom API call to a specific endpoint
- List TagsList all tags used to organize your Carbone templates.
- List TemplatesRetrieve a list of deployed Carbone templates with filtering and pagination.
- Delete TemplateDelete a Carbone template by its ID.
- List CategoriesList all categories used to organize your Carbone templates.
- Render DocumentRender a Carbone template with JSON data and download the generated document.
- Update Template MetadataUpdate the metadata of an existing Carbone template.
- Upload TemplateUpload a template file to Carbone and get a template ID for rendering.
Setup
Connect Carbone in three steps.
- 01ConnectChoose Carbone in Connections and paste an API key from your Carbone account.
- 02Put it to workAdd Carbone as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Carbone on Zoft, answered.
What can Zoft do with Carbone?
Zoft supports 8 actions for Carbone. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Carbone to Zoft?
Choose Carbone in Connections and paste an API key from your Carbone account.
Can a voice agent or chat agent use Carbone?
Yes. Once Carbone is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Carbone without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.