Create a client report from a WhatsApp request
Give report requests one clear path from chat to a polished document.
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
A report request buried in a chat can mean re-reading messages, gathering details and starting a document from scratch.
- Turn structured request data into a templated document.
- Reduce the back-and-forth between chat and document creation.
- Use one real request to check the output before relying on it.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to generate a Carbone report from the data in each request, using your chosen template and output format.
- 4Choose a webhook trigger, select a report channel, and send one real example request to test the result.
Questions about this workflow
Does this trigger directly on a new 2chat message?
No. This workflow starts when a request reaches a Notis webhook. Your webhook request needs to include the data Notis should use.
What information should the request include?
Include the report data and the Carbone template identifier. Any information missing from the request must be supplied separately.
Does the workflow send the report back through WhatsApp?
The listed Carbone action generates a report. It does not send a WhatsApp message, so use your report channel to receive run reports and review the generated result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Carbone. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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