Give a new report template its Carbone ID
Start template preparation with a unique identifier ready for the next upload step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Template ID
Why this helps
Template setup can stall when the team needs an identifier before it can continue preparing a document.
- Generate a unique ID for a new template.
- Make the identifier available to the next preparation step.
- Avoid manual identifier creation.
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.
- 3Ask Notis to generate and return a unique template ID for the requested report.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real template preparation request and record the returned ID.
Questions about this workflow
Does this upload a template?
No. It generates an identifier only. Uploading template content is a separate action.
What starts the ID generation?
An HTTP request to the Notis webhook starts the workflow.
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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