Prepare onboarding documents with less repetition
Render the customer details and next steps your team has prepared into an onboarding document.
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
New customer setup creates a burst of small document tasks at the same time the team needs to stay responsive.
- Render a repeatable onboarding document from supplied customer data.
- Keep essential setup details in a consistent layout.
- Reduce manual formatting at the start of a new relationship.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe the onboarding document to render.
- 3Pick a webhook trigger that receives prepared customer information.
- 4Choose a run report destination and test with one real onboarding example.
Questions about this workflow
Does this create multiple files at once?
The supplied action generates a Carbone report from a template and JSON data. Pack generation beyond that is not specified.
Can this send a welcome email?
No email action is listed. This workflow renders the document and reports the run.
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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