Render a document directly from Agenty findings
For one-off reports, send the supplied findings and template together to Carbone instead of managing a separate template upload.
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
One-time reporting tasks can create extra setup when you need a document but do not want to store a template first.
- Render without separately uploading a template to Carbone.
- Use supplied research data and a base64 template in one call.
- Handle one-off report needs with fewer template management steps.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Carbone once in the Notis portal.
- 2Create an automation and describe the document to render from the supplied result.
- 3In one instruction, provide the required base64-encoded template and tell Notis how to use the Agenty data.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real result and template, then review the rendered document.
Questions about this workflow
Does this store the template in Carbone?
No. Render Template Direct generates a document by sending a base64-encoded template and data in a single API call.
Where does the template content come from?
The workflow needs the encoded template supplied with the request or otherwise made available to the automation. The action does not retrieve a stored template.
What formats can it render?
The provided action description says Carbone can generate documents in various formats, but the available formats depend on the template and integration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Carbone. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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