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Notis

Apply the intended Carbone API version for report work

Include the intended version in a report request and have Notis set it before subsequent Carbone operations.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Set Carbone API Version

Sets the Carbone API version for subsequent requests.

Why this helps

A report process can be delayed when the required Carbone API version is not set before document work begins.

  • Set the requested API version as part of report preparation.
  • Keep version selection tied to the incoming request.
  • Prepare Carbone for subsequent supported operations.

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 version to apply and ensure the webhook request supplies it.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real request and verify the version setting before later operations.

Questions about this workflow

Does this action generate a report?

No. It sets the API version for subsequent requests. A separate Carbone action is needed to render or manage a template.

Where does the version come from?

The automation prompt or incoming webhook request should specify the version to use.

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.

TriggerScheduled

Delete Carbone Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Download Template

Downloads the original template file.

ActionInstant

Generate Carbone Report

Generates a document in the chosen format from a template.

ActionInstant

Get Carbone Server Status

Checks the server’s current status and health.

ActionInstant

List Templates

Retrieves templates stored in the workspace.

ActionInstant

Set Carbone API Version

Sets the Carbone API version for subsequent requests.

ActionInstant

List Template Categories

Lists the categories used to organize templates.

ActionInstant

Upload a template

Uploads a template for document generation.

ActionInstant

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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