Move new Box templates into Carbone
Put a template file in the watched Box folder and have Notis upload it to Carbone as instructed.
Trigger
New Item Added to Folder
Triggers when a new item (file, folder, or web link) is added to a folder in Box. This trigger monitors a specific Box folder and fires when new items are detected.
Action
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.
Why this helps
Updating a template in one place and then remembering to upload it to the report service creates extra steps and room for version mixups.
- Use a new Box folder item as a cue for a template upload.
- Keep template intake connected to the Box folder where files arrive.
- Reduce repeated manual upload steps.
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 whether the new item should be uploaded as a new template or replace an existing one, and name the intended template identifier if replacing.
- 4Choose New Item Added to Folder as the trigger and select where run reports should go.
- 5Test with one real template file and review the Carbone upload result.
Questions about this workflow
Can the new item be a folder or web link?
This trigger can detect a file, folder, or web link. Template upload requires usable template file content, so specify how Notis should handle items that are not files.
Will this create a template identifier automatically?
This workflow uses the Upload a template action. If you need a new identifier, create a separate workflow using Carbone's Generate Template ID action.
Can it replace an existing template?
The instruction can name the intended template and say whether to replace it. Confirm the correct template identifier before using a replacement.
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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