Give every new client a clear first step
Turn a new-client request into a ready-to-review onboarding guide without rebuilding the welcome document by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Getting a new client started often means assembling the same instructions while juggling unrelated work.
- Provides a consistent starting guide for each client.
- Reduces repeated document assembly.
- Makes onboarding easier to hand off.
Setup
Build it in a few focused steps.
- 1Connect Documentero and Carbone to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to create it conversationally.
- 3Write one plain-language instruction to generate a Carbone onboarding guide when a new-client webhook arrives.
- 4Select the incoming webhook trigger and your run-report channel.
- 5Test using one real client request and check the guide before sharing it.
Questions about this workflow
Can this run when a client request is submitted?
Yes, if the Documentero process or your backend sends an HTTP request to the Notis webhook.
Will the guide be delivered automatically to the client?
This workflow generates the guide. Delivery depends on other configured steps and should not be assumed.
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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