Update Carbone templates from WhatsApp requests
Keep document templates current when approved changes arrive in the conversation where work happens.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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 edits get delayed when change requests remain buried in chat threads.
- Reduce manual template request handling
- Preserve the requested change context
- Keep approved templates aligned with current needs
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Carbone in Notis once.
- 2Create an automation for authorized template change requests.
- 3Tell Notis to update the specified Carbone template only when the new message clearly identifies authorization, template id, and requested content change.
- 4Pick the New WhatsApp Message Received trigger.
- 5Choose a report channel and test with one authorized request.
Questions about this workflow
Does this update every template request?
No. Instruct Notis to require clear authorization and a confirmed template id before updating.
What if the template id is missing?
The workflow should report the missing id and stop before making an update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Carbone. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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