Keep Carbone reports current with Box file versions
A revised source file can trigger a fresh report, so updates do not depend on someone remembering to rerun it.
Trigger
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Action
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
Reports based on older file versions can stay in circulation when no one remembers to regenerate them.
- React to new versions of a specific Box file.
- Keep report generation tied to changes in the source document.
- Avoid relying on memory to repeat a manual report task.
Setup
Build it in a few focused steps.
- 1Connect Box and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3Describe which Carbone template to use and how the latest Box file version should inform the report.
- 4Choose New File Version Uploaded as the trigger and select where run reports should go.
- 5Test with one real new file version and review the generated report.
Questions about this workflow
Does this detect changes to any file in Box?
No. The trigger monitors a specific Box file for new versions.
Will it compare the old and new versions?
The trigger identifies a newly uploaded version. Specify in your instruction whether the report should use the latest version or summarize changes if the needed version data is available.
What if the updated file lacks information?
Tell Notis how to handle missing information, such as calling it out in the generated report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Carbone. A trigger fires from one place; an action lands in another.
Box triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Connect any two apps with Notis in the middle.
Box and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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