Create a client brief from every Typeform submission
Stop copying intake answers into documents. Notis can turn each completed Typeform into a ready-to-share Carbone brief.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Client details stay scattered across form responses, slowing kickoff and increasing missed requirements.
- Create a consistent brief for every client
- Reduce manual copy and paste
- Give delivery teams a single source of truth
Setup
Build it in a few focused steps.
- 1Connect Typeform and Carbone once in Notis.
- 2Create an automation and describe the brief you want in one instruction.
- 3Pick the New Form Response trigger.
- 4Choose where run reports should go, then test with one real submission.
Questions about this workflow
What starts this workflow?
A completed Typeform submission using the New Form Response event.
Can the PDF use my existing layout?
Yes. Tell Notis to render the response with your Carbone template and provide the template details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Carbone. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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