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Notis

Turn contract requests into ready-to-review packets

Send the request once and let Notis ask Carbone to render the matching contract packet, so you can stay focused on the agreement.

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

Recreating contract packets from scattered request details adds review friction and makes it easier to miss a document.

  • Creates a repeatable packet from each incoming request.
  • Keeps contract preparation moving without a manual handoff.
  • Leaves the final review with you.

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 in plain language.
  • 3In one instruction, say to generate the appropriate Carbone contract packet from each incoming Documentero request.
  • 4Choose an incoming webhook trigger and a channel for run reports.
  • 5Test with one real contract request and review the generated document.

Questions about this workflow

Does Documentero provide the trigger for this automation?

No. Notis starts the workflow from an incoming webhook sent by your Documentero process or another connected backend.

Does Notis require field mapping?

No. Describe the intended outcome in the automation prompt; Notis interprets the request details.

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.

TriggerScheduled

Delete Carbone Template

Tool to delete a template from the carbone server. use after confirming you have the correct template id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Download Template

Tool to download a template from carbone by template id. use when you need to retrieve the original template file.

ActionInstant

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.

ActionInstant

Generate Template ID

Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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