Get a unique identifier for a new template
Start a new template workflow with a unique Carbone identifier ready for the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Template ID
Why this helps
Starting a template workflow without a known identifier makes the handoff to upload and deployment harder to track.
- Generate a unique identifier for a new template.
- Use the identifier as a clear reference in a follow-up workflow.
- Keep the ID generation run recorded in Notis.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe when a new template needs an identifier.
- 3Pick a webhook trigger for the new template request.
- 4Choose a run report destination and test with one real template request.
Questions about this workflow
Does this upload the template too?
No. It generates the unique template ID. Uploading template content is a separate action.
Can I use the ID for a later upload?
Yes. The ID is generated for a new template and can be used in the related template workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Carbone. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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