Prepare a credential review packet on your schedule
Have Notis collect the Accredible details you ask for and render a review packet from a supplied Carbone template.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Render Template Direct
Generates a document from a template and its data in one request.
Why this helps
Preparing credential reviews can mean repeatedly gathering recipient and certificate details before anyone can assess them.
- Prepare a recurring packet for a regular review routine.
- Keep the report structure consistent with a supplied template.
- Reduce the time spent collecting credential details for review.
Setup
Build it in a few focused steps.
- 1Connect Accredible and Carbone once in Notis.
- 2Create an automation and describe which credential details to include in the review packet.
- 3Choose a recurring schedule for the review.
- 4Choose where run reports should go, then test with one real example and a supplied template.
- 5Tell Notis how to handle missing credential data or a template that cannot be rendered.
Questions about this workflow
What does Render Template Direct require?
It generates a document from a base64-encoded template and data in one API call. The workflow instruction must have access to a suitable template and the data to render.
Can this schedule verify credentials?
The workflow can ask Notis to retrieve or check credential information available through Accredible, then include the returned details in the packet. Do not assume a verification history or other field exists unless Accredible returns it.
Does this create a new Carbone template?
No. It renders from a supplied template and data in a single call.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Carbone. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Accredible certificates and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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