Prepare proposals without rebuilding your template
Let Notis route each proposal request to Carbone for a fresh render, keeping your attention on the offer and its review.
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
Proposal preparation can stall when the same content has to be assembled again for each prospect.
- Speeds up first drafts for review.
- Keeps proposal structure consistent.
- Cuts down on repeated preparation steps.
Setup
Build it in a few focused steps.
- 1Connect Documentero and Carbone to Notis once in the portal.
- 2Start a new automation from the portal or ask Notis to create one.
- 3Describe in one prompt that each proposal webhook should produce a tailored Carbone proposal.
- 4Pick an incoming webhook as the trigger and choose where run reports should appear.
- 5Test one genuine proposal request and review the render for accuracy.
Questions about this workflow
What starts proposal generation?
An incoming HTTP request to the Notis webhook, sent by your Documentero process or custom backend.
Can the automation choose a proposal template?
Describe the intended proposal outcome in the prompt. The available action generates a report using a template and data.
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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