Render a campaign document without uploading a stored template
For a one-off report, send the template and campaign data together and let Carbone return the rendered document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Render Template Direct
Generates a document from a template and its data in one request.
Why this helps
A one-time report can take too many steps when its source template does not need permanent storage.
- Render using a template and data in a single call.
- Avoid a separate template upload step for one-off work.
- Use webhook supplied campaign information to produce a document.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Carbone once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the requested output and ensure the webhook provides a base64 template and campaign data.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real template and campaign payload, then inspect the rendered document.
Questions about this workflow
What must the webhook provide?
The direct render action needs a base64-encoded template and data for that template. The incoming request should supply both.
Will the template be saved in Carbone storage?
This action renders from the supplied template in one call; it does not require a separate template upload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Carbone. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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