Upload a Carbone template when a new report page appears
A new reporting page can prepare its Carbone template without a separate upload task.
Trigger
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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 report workflow stalls when the template exists locally but still needs a manual server upload.
- Remove a setup handoff
- Keep templates available sooner
- Standardize report preparation
Setup
Build it in a few focused steps.
- 1Connect Coda and Carbone once in Notis.
- 2Create an automation for report template provisioning.
- 3Tell Notis to upload the supplied template to Carbone when a new reporting page is created.
- 4Pick the New Coda Page trigger and a report channel.
- 5Test with one page and a noncritical template.
Questions about this workflow
Where does the template file come from?
Provide or reference the template in the automation instruction and ensure it is available to the run.
Can this replace an existing template?
Specify the intended template behavior and identifier in the instruction before using it.
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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