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Notis

Render a one-off document directly from CMS content

Create a document in one step when you have the template file and content ready.

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

A one-off document can take several manual steps when the template is not already stored in Carbone.

  • Render a document using a base64-encoded template and supplied data in one call.
  • Handle one-off documents without first uploading a template separately.
  • Keep the document request and its content context together.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and Carbone once in the Notis portal.
  • 2Create an automation and describe the one-off document to render.
  • 3Supply the template file in the format required by the direct render action and include the content data.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real template and content example and review the output.

Questions about this workflow

Does this require a template already stored in Carbone?

No. The direct render action accepts a base64-encoded template and data in one API call.

Can Notis retrieve the template file from Agility CMS automatically?

Only provide it if your request includes the file in the format required by the action. The available Agility CMS description does not specify a built-in template file handoff.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agility cms to Carbone. A trigger fires from one place; an action lands in another.

Agility cms triggers

Carbone actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Carbone Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Download Template

Downloads the original template file.

ActionInstant

Generate Carbone Report

Generates a document in the chosen format from a template.

ActionInstant

Get Carbone Server Status

Checks the server’s current status and health.

ActionInstant

List Templates

Retrieves templates stored in the workspace.

ActionInstant

Set Carbone API Version

Sets the Carbone API version for subsequent requests.

ActionInstant

List Template Categories

Lists the categories used to organize templates.

ActionInstant

Upload a template

Uploads a template for document generation.

ActionInstant

Connect any two apps with Notis in the middle.

Agility cms and Carbone, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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