Make a prepared template available in Carbone
Move a reviewed template into Carbone when its content is ready for a document workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload a template
Uploads a template for document generation.
Why this helps
A template that is ready but not available in the report system creates a last-minute bottleneck.
- Upload template content to Carbone.
- Use the action to add or replace a template.
- Keep the upload result tied to its triggering request.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe which prepared template should be uploaded.
- 3Pick a webhook trigger that supplies the template content.
- 4Choose where run reports go and test with one reviewed template example.
Questions about this workflow
Can this replace an existing template?
Yes. The action can add or replace a template by providing its content.
Does this action generate a report?
No. It uploads template content. Use a report generation action to render a document.
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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