Add a report template for a new document workflow
Use a document processing request as the cue to add a supplied template to Carbone for future reports.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload a template
Uploads a template for document generation.
Why this helps
A new document workflow can stall when its report template has not yet been added to Carbone.
- Add a supplied template in response to a workflow request.
- Keep template setup close to the document use case.
- Reduce repeated manual template uploads.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis to analyze the submitted document with Affinda and upload the supplied template to Carbone when the requested workflow requires it.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real document request and template.
Questions about this workflow
Does Affinda provide the template file?
No. Supply the template content for the Carbone upload action.
Will this replace an existing template?
The action uploads a template. Specify the intended template identity and replacement intent clearly before running it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Carbone. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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