Give each new Jira project a charter
Start with a repeatable project document instead of a blank page.
Trigger
New Project
Triggered when a new project is added in Jira
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
Project context is easy to leave implicit when teams create a Jira project and move straight into execution.
- Create a consistent charter artifact at project start.
- Make the initial project record easier to share.
- Prompt teams to supply context missing from the event.
Setup
Build it in a few focused steps.
- 1Connect Jira and Carbone once in the Notis portal.
- 2Create an automation and describe the charter to generate, including any context your template needs.
- 3Pick the Jira New Project trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real project event and review the charter.
Questions about this workflow
Does Jira's new project event contain every charter detail?
Not necessarily. Provide any required goals, owners, or scope that are not present in the event.
Which template should I use?
Use a Carbone template designed for your charter and describe it in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Carbone. A trigger fires from one place; an action lands in another.
Jira 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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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.
New Project
Triggered when a new project is added in Jira
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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