Keep monthly rendering on the approved version
Make version selection a routine part of each monthly reporting cycle.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
A forgotten version setting can change output just when a recurring report is expected to be stable.
- Reduce recurring configuration drift
- Support repeatable output
- Simplify monthly operations
Setup
Build it in a few focused steps.
- 1Connect 21risk and Carbone once in the Notis portal.
- 2Create an automation named Monthly API Version Guard.
- 3Tell Notis to set the approved Carbone API version before the monthly 21risk reporting cycle.
- 4Pick a notis_cron schedule shortly before reporting starts.
- 5Choose a report channel and test with one real cycle.
Questions about this workflow
Does this render a document?
No. It prepares the Carbone API version for subsequent requests.
What if the approved version changes?
Update the automation instruction to the newly approved version.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Carbone. A trigger fires from one place; an action lands in another.
21risk 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.
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.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
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.
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.
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.
Connect any two apps with Notis in the middle.
21risk and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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