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Set the API version before document work

Make the version choice explicit before a prospecting request moves into Carbone document 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 document request can be hard to reproduce when the API version choice is left implicit.

  • Make version selection part of a request.
  • Create a repeatable setup before later Carbone operations.
  • Keep version intent visible in run reports.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Carbone once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the version setup.
  • 3Tell Notis which Carbone API version to set before subsequent document operations.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real request and verify the version-setting result.

Questions about this workflow

Does this render a report?

No. It sets the Carbone API version for subsequent requests.

Which version should I set?

Specify the version required by your Carbone setup. Do not rely on the workflow to guess it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Carbone. A trigger fires from one place; an action lands in another.

Aeroleads 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.

Aeroleads and Carbone, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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