Make approved policy templates available
Once a policy template is approved, route the update request to Carbone so the working template can be refreshed promptly.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Policy updates can be approved but remain unavailable to the people generating documents from the old template.
- Shortens the handoff after template approval.
- Helps reduce use of outdated document structures.
- Makes the update step easier to track.
Setup
Build it in a few focused steps.
- 1Connect Documentero and Carbone to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Describe in one prompt that an approved policy-template webhook should upload the replacement template to Carbone.
- 4Select an incoming webhook trigger and a channel for run reports.
- 5Test with one approved replacement and verify it appears as intended in Carbone.
Questions about this workflow
Does this approve policy changes?
No. Your existing review process should approve the template before sending the upload request.
Does this replace the existing template?
The upload action adds or replaces a template according to its inputs; verify the intended template identity during your test.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Documentero to Carbone. A trigger fires from one place; an action lands in another.
Documentero 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.
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.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
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.
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.
Documentero and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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