Keep approved document templates current
Send an update request to Notis and have it upload the new template to Carbone, reducing the chance that an old version stays in use.
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
Template changes can get lost between the person who prepared them and the tools that render documents.
- Moves approved template updates into Carbone consistently.
- Reduces the gap between review and availability.
- Keeps template maintenance out of manual reminder loops.
Setup
Build it in a few focused steps.
- 1Connect Documentero and Carbone to Notis once through the portal.
- 2Create an automation through the portal or by asking Notis conversationally.
- 3Describe in one prompt that approved template update webhooks should upload the replacement template to Carbone.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one approved template update and confirm the intended template was uploaded.
Questions about this workflow
Does this generate a new template ID?
This workflow uses the upload-template action. If a new identifier is required, the template ID action is separate.
Should every request upload a template?
Use the prompt and your request process to send this webhook only for template updates that are ready to apply.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Carbone.