Turn month-end data into a formatted report
Send prepared numbers to a webhook and render them into a consistent Carbone 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
Month-end reporting often requires repeating the same formatting and document assembly steps under time pressure.
- Render month-end information into a chosen Carbone template.
- Reuse a consistent report format across periods.
- Keep each run outcome visible in Notis.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe the month-end report to generate.
- 3Pick a webhook trigger that receives the prepared period data.
- 4Choose where run reports go and test with one real period example.
Questions about this workflow
Does the workflow calculate finance totals?
The listed Carbone action renders a report from JSON data. Provide any required totals in the data or have them prepared upstream.
Can this run automatically on a month-end schedule?
This workflow uses a webhook so it can start when the prepared data is sent. A separate scheduled workflow can run on a recurring schedule.
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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