Create a unique ID for a new investor report template
Start a new report template setup with a unique Carbone identifier ready to use.
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
Template setup can stall when teams need an identifier before they can upload or organize a new report file.
- Generate a unique identifier for a new template.
- Start the setup from an HTTP request.
- Make the ID available in the run report.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation that requests a unique ID for the new investor report template.
- 3Choose a Notis webhook as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and record the returned ID.
Questions about this workflow
Does generating an ID upload a template?
No. It returns a unique template identifier. Uploading the template is a separate action.
Can the ID be generated on demand?
Yes. An HTTP request can start the Notis webhook automation.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Carbone.