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Notis

Create invoice summaries from updated tasks

Keep billable work evidence organized as tasks are updated.

Trigger

Task Updated

Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.

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

Invoice preparation slips when completed work is scattered across task updates.

  • Collect work evidence faster
  • Reduce end-of-month admin
  • Make billing reviews easier

Setup

Build it in a few focused steps.

  • 1Connect Google Tasks and Carbone in Notis once.
  • 2Create an automation for invoice support summaries.
  • 3Tell Notis to summarize updated tasks into the invoice template with dates and notes.
  • 4Pick Task Updated and choose the report destination.
  • 5Test with one updated task containing billable context.

Questions about this workflow

Can it calculate invoice totals?

Only if rates and calculation rules are supplied in the task data or your instruction.

Does it include completed tasks?

It can include whatever updated task data the Google Tasks event returns and your instruction requests.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Tasks to Carbone. A trigger fires from one place; an action lands in another.

Google Tasks 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

New Task Created

Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.

TriggerPolling

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

New Task List Created

Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.

TriggerPolling

Generate Template ID

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

ActionInstant

Task Details Changed

Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.

TriggerPolling

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

Task List Changed

Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.

TriggerPolling

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

Task Updated

Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.

TriggerPolling

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.

Google Tasks and Carbone, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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