Create a vendor risk review document
Turn a third-party assessment into a consistent document for procurement and security review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Vendor reviews slow down when each stakeholder needs a different summary of the same assessment.
- Standardize vendor reviews
- Speed stakeholder handoffs
- Keep assessment context intact
Setup
Build it in a few focused steps.
- 1Connect 21risk and Carbone once in the Notis portal.
- 2Create an automation named Vendor Risk Review.
- 3Tell Notis to render the supplied 21risk vendor assessment into the Carbone review template.
- 4Choose a notis_webhook trigger when an assessment is ready.
- 5Select a report channel and test with one real vendor assessment.
Questions about this workflow
Can it include the vendor name and scope?
Yes, when those fields are present in the 21risk assessment payload.
Can different templates be used by vendor type?
Yes, tell Notis which approved Carbone template applies to the request.
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
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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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