Make project handoffs easier to follow
Package the next steps, owners, and context your team provides into a readable handoff 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
Important project details are easy to lose when a handoff depends on catching up across multiple tools.
- Render a repeatable handoff document from supplied data.
- Keep the handoff in a familiar template format.
- Reduce the effort of reassembling context for each transition.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe the project handoff document to render.
- 3Pick a webhook trigger that receives the prepared handoff information.
- 4Choose a run report destination and test with one real project handoff.
Questions about this workflow
Does the workflow find project details in other apps?
No. No project source events are listed. The webhook request must provide the information for the handoff.
Can it include owners and next steps?
Yes, if those details are included in the data supplied for the report.
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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