Add templates to Carbone from an external request
Create a repeatable intake path for approved template files sent to your automation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Why this helps
Adding a new report template can interrupt other work when template content and upload steps are handled manually.
- Start a template upload from an external process.
- Use a repeatable template intake instruction.
- Keep an upload run report for review.
Setup
Build it in a few focused steps.
- 1Connect Carbone once in the Notis portal.
- 2Create an automation named Webhook Template Upload.
- 3In one instruction, tell Notis to upload the template content included with the request to Carbone and report the result.
- 4Choose a Notis webhook as the trigger and select where run reports should go.
- 5Send one real webhook request with an approved template and confirm the upload result.
Questions about this workflow
Does this create the template content?
No. The content must be provided with the request or otherwise made available to Notis.
Can this replace an existing template?
The upload action supports providing template content. Specify the intended template details in the instruction and verify the result in a test run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Carbone. A trigger fires from one place; an action lands in another.
Agent mail triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
New Email Received
Trigger for new emails in an AgentMail inbox
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Connect any two apps with Notis in the middle.
Agent mail and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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