Generate a client delivery report from Trello
Package the work for the client as soon as delivery is recorded.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
Founders finish the work but delay delivery while assembling a client-facing document.
- Shorten the time from done to delivered
- Use a repeatable client format
- Keep delivery details tied to the source card
Setup
Build it in a few focused steps.
- 1Connect Trello and Carbone in Notis once.
- 2Create an automation named Client delivery report.
- 3Tell Notis to render the new card details plus any supplied delivery notes into the Carbone client template.
- 4Pick the Trello New Card trigger and choose where run reports go.
- 5Test with one real delivery card and review the output.
Questions about this workflow
Can it include information not on the card?
Yes, if you provide those delivery notes in the instruction or connected context.
Which output format should I use?
Tell Notis to request the format your client needs from the Carbone report action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Carbone. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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 Activity Trigger
Triggered when there is activity in Trello.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Carbone.