Create a concise investor prospect brief
Make the context for a promising investor easy to scan before deciding on the next step.
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
Prospect information can be spread across contact records, making quick prioritization harder.
- Create a concise document from supplied template and data.
- Render in one call without a stored template step.
- Make prospect context easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation describing the brief and the contact context to use.
- 3Choose a Notis webhook as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and review the rendered brief.
Questions about this workflow
What does direct rendering mean here?
Carbone receives a base64-encoded template and data in one API call, without a separate template upload step.
Can the brief include information outside Affinity?
Yes, if you provide that information in the request or automation context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Carbone. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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