Prepare a Carbone report template for every new Coda document
New documents arrive with the report template ready for the next step.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
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
A new reporting process stalls while someone manually finds and uploads the correct template.
- Remove repetitive setup
- Reduce missed uploads
- Make new document workflows launch faster
Setup
Build it in a few focused steps.
- 1Connect Coda and Carbone once in Notis.
- 2Create an automation for new document template setup.
- 3Tell Notis to upload the supplied reporting template to Carbone and report the resulting template details.
- 4Choose the New Coda Document trigger and a report channel.
- 5Test with one new document and a safe template.
Questions about this workflow
Does the workflow generate a template id first?
Upload according to your instruction; generate an id separately when your process requires one.
Can I use an existing template?
Yes. Specify the existing template details and intended upload behavior.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Carbone. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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.
New Coda Document Trigger
Triggers when a new Coda document is created.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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.
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.
Connect any two apps with Notis in the middle.
Coda and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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