Render client documents from AnyDB data
Turn the information you already maintain into a client document when it is requested.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Preparing client documents by hand means repeating formatting work and risks leaving out current details.
- Use current details from selected records.
- Render through an existing template.
- Reduce repetitive document preparation.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Carbone once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3In one instruction, describe which client records to use and what client document to render.
- 4Choose a webhook trigger, a run-report destination, and test with one real example.
Questions about this workflow
Can I choose the document format?
Describe the desired output format in the instruction, based on the formats supported by your Carbone setup.
Does this send the document to the client?
This workflow generates the document. Delivery is not included in the listed Carbone actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Carbone. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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