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Prepare a unique ID for a new document template

Generate a template identifier when setting up a new Carbone template for an Affinda document workflow.

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

Setting up a new template can stall while the team figures out the identifier needed for upload.

  • Prepare an identifier for a new template.
  • Keep template setup tied to a defined document use case.
  • Reduce interruption during template onboarding.

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 intended document workflow with Affinda and generate a unique Carbone template ID for the supplied new template.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real template setup request.

Questions about this workflow

Does this upload the template?

No. It generates a unique ID. Upload the supplied template in a separate action.

Can it generate an ID for an existing template?

This action is for generating a unique template ID. Search existing templates when you need to find an existing identifier.

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.

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.

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

When this happens · Trigger

Do this · Action

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