Bring the original template into review
Request the current source template when a review is needed, without stopping to look up and retrieve it manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Why this helps
Template reviews lose momentum when the source file is buried or needs a separate retrieval step.
- Makes the source template easier to bring into a review.
- Cuts down on retrieval context switching.
- Supports more deliberate template maintenance.
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.
- 3Write a single prompt to download the requested Carbone template when a review webhook arrives.
- 4Choose the incoming webhook trigger and a channel for run reports.
- 5Test using one known template request and verify the downloaded template is the intended one.
Questions about this workflow
Does the workflow choose a template automatically?
The download action requires a template ID. State how the request identifies the intended template in your plain-language instruction.
Does downloading change the template?
No. This action retrieves the template file for review.
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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