Make every new WhatsApp inquiry easier to act on
Turn an incoming customer message into a structured brief, ready for your next decision or reply.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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
Important inquiry details can get buried in busy WhatsApp conversations and take time to summarize later.
- Create a consistent summary for each new inquiry.
- Keep the original message context available in a document.
- Reduce manual copying between chat and document workflows.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Carbone once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3Describe the outcome in one instruction, including the Carbone template and the details to include.
- 4Pick the New Message Received trigger and choose where run reports should go.
- 5Test with one real inquiry and review the generated document.
Questions about this workflow
What information can the brief include?
Notis can use details present in the incoming message and any supporting information you provide in your instruction. Do not assume unavailable customer history or fields.
Do I need a Carbone template?
Yes. Provide an appropriate template for the report you want Carbone to generate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Carbone. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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 Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Carbone.