Turn prepared client data into a polished report
Start with the data your document workflow has assembled and let Carbone render the report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Rebuilding the same client report by hand takes attention away from the work that needs your judgment.
- Reuse a Carbone template for repeatable client reports.
- Generate a report from webhook-supplied JSON data.
- Send run results to a chosen Notis report channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe the client report to render.
- 3Pick a webhook trigger for the prepared client data.
- 4Choose a run report destination and test with one real client example.
Questions about this workflow
Does Notis retrieve files from ActiveMerge automatically?
No ActiveMerge trigger or retrieval event is listed here. The webhook request needs to supply the data for the report.
Can the report use a Carbone template?
Yes. The Generate Carbone Report action renders a report from a template and JSON data.
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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