Render a contact details review document
Turn checked contact details into a review document with one webhook request.
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
Reviewers often need to chase several data points across tools before they can act on a contact record.
- Bring returned email, phone, and address checks into one document.
- Render from a base64-encoded template without a separate template upload.
- Give reviewers a consistent view of the submitted details and check results.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Carbone once in the Notis portal.
- 2Create an automation named for contact detail reviews.
- 3Tell Notis to check the submitted contact details and render a document from the supplied Carbone template using the returned results.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real contact example and inspect the rendered document.
Questions about this workflow
Does this workflow assume every contact field is provided?
No. Tell Notis which fields to check, and have it include only details supplied or returned.
What does Direct Render do?
It generates a document using a base64-encoded template and data in one API call.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Carbone. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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