Archive current templates on schedule
Keep a recurring copy of the templates your compliance reports depend on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Why this helps
Template history becomes hard to reconstruct when old files are overwritten without an archive routine.
- Preserve template history
- Support governance reviews
- Reduce manual archive work
Setup
Build it in a few focused steps.
- 1Connect 21risk and Carbone once in the Notis portal.
- 2Create an automation named Monthly Template Archive.
- 3Tell Notis to download the selected Carbone templates for the monthly compliance archive.
- 4Pick a notis_cron schedule near month end.
- 5Choose a report channel and test with one real archive run.
Questions about this workflow
How are templates selected?
Specify the approved template ids in the automation instruction or request context.
Does this create a backup in Carbone?
No. It retrieves the templates so your chosen delivery destination can archive them.
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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