Prepare an ID for a new report template
Give a new reporting template its Carbone identifier as part of setting up the report 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
A new report template needs an identifier before it can be uploaded, adding one more setup detail to track.
- Generate a unique identifier for a new template.
- Keep template setup steps together with the incoming report request.
- Avoid manually inventing identifiers.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Carbone once in the Notis portal.
- 2Create an automation and describe the new template setup outcome.
- 3In one instruction, ask Notis to generate a unique Carbone template ID for the supplied Agenty reporting need.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real new-template request and record the returned ID for the upload step.
Questions about this workflow
Does generating an ID upload the template?
No. This action generates a unique template ID. Uploading the template is a separate action.
Can the workflow choose the ID value?
No. Use the unique ID returned by Carbone rather than making one up.
Will the ID replace an existing template?
This action generates an ID. It does not identify or replace an existing template.
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
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.