Find the right report template for a credential request
Send a request to Notis and have it search your Carbone templates for a matching credential report format.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Choosing a report template from a growing library adds another decision before a credential request can move forward.
- Search the existing template library when a report request comes in.
- Use the request context to narrow down candidate templates.
- Avoid guessing template names from memory.
Setup
Build it in a few focused steps.
- 1Connect Accredible and Carbone once in Notis.
- 2Create an automation and describe what kind of credential report template to find.
- 3Choose a webhook trigger and have your system send the report request details.
- 4Choose where run reports should go, then test with one real request.
- 5Tell Notis how to present matching templates and what to do when no suitable result is found.
Questions about this workflow
Does this workflow generate the report too?
No. It searches Carbone templates and returns matching results. A separate generation step would need to be requested and supported in the automation.
Does the webhook receive an Accredible event automatically?
No. Accredible has no listed trigger events here. A webhook starts this workflow when an external system sends an HTTP request.
Can Notis guarantee a template is suitable?
Notis can compare the request with available template information and report likely matches. Review the result when the template metadata does not clearly describe its contents.
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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