Upload approved Carbone templates when publishing is ready
Move approved document templates into Carbone as part of the publishing handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Approved templates wait in review queues because someone must remember the final upload step.
- Close the approval-to-publish gap
- Reduce forgotten uploads
- Keep template releases traceable
Setup
Build it in a few focused steps.
- 1Connect Carbone and the approval source in Notis once.
- 2Create an automation that uploads the approved template content.
- 3Choose a Notis webhook trigger and connect the approval system to its endpoint.
- 4Select where run reports should go.
- 5Test with one real approval payload.
Questions about this workflow
How is approval verified?
Include the approval state and template content or reference in the webhook payload, then describe the required condition in the prompt.
Can this replace an existing template?
Yes, if your instruction identifies the intended existing template and the upload request supports replacement.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Carbone. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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