Give every vendor setup a clear document pack
Turn vendor intake into a structured pack for review, reducing the number of details you need to gather again.
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
Vendor setup can involve scattered details and repeated document work that interrupts other priorities.
- Creates a consistent vendor setup pack.
- Reduces repeated intake-to-document work.
- Makes missing details easier to review.
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 instruction for Carbone to generate a vendor onboarding pack when a vendor webhook arrives.
- 4Choose an incoming webhook trigger and select a channel for run reports.
- 5Test with one real vendor request and review the generated pack for completeness.
Questions about this workflow
Does this verify vendor information?
No. It renders a document from the information provided. Your process should verify vendor details.
What triggers the pack?
Your Documentero process or backend sends an HTTP request to the Notis webhook when intake is ready.
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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