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Notis

Generate an ID for a new document template

Prepare a unique identifier before the new template is uploaded to Carbone.

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

Setting up a new document template requires a unique identifier before the template can be added to the rendering workflow.

  • Generate a unique template ID for a new Carbone template.
  • Prepare the identifier for a follow-up upload step.
  • Keep the new template setup request connected to its CMS purpose.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and Carbone once in the Notis portal.
  • 2Create an automation and describe the new template setup request.
  • 3Include the CMS document purpose so the generated ID can be reported with useful context.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real new-template request and review the generated ID.

Questions about this workflow

Does generating an ID upload the template?

No. This action generates an identifier. Uploading the template is a separate action.

Can I choose the ID value?

The action generates a unique template ID; it is not described as accepting a custom ID.

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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