Add a new Carbone template for CMS reports
Put a supplied document template into Carbone so it can support upcoming report work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload a template
Uploads a template for document generation.
Why this helps
A new report format cannot be used until its template file has been added to Carbone.
- Upload a supplied template file to Carbone.
- Prepare a new report format for follow-on rendering workflows.
- Keep the upload request tied to its CMS document purpose.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Carbone once in the Notis portal.
- 2Create an automation and describe which template file should be uploaded.
- 3Provide the template content and any required template identifier in the request context.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real template file and confirm the upload result.
Questions about this workflow
Does this create a template ID first?
The upload action uploads a template. If a new identifier is needed, generate it separately before the upload.
Does the action create a report?
No. It adds a template to Carbone for use in a separate report generation workflow.
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.
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.
Agility cms and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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