Generate documents (PDF, DOCX, XLSX, ODS, and more) from templates and JSON data using the Carbone report generator.
Carbone currently provides 8 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
Render Document
Render a Carbone template with JSON data and download the generated document.
Upload Template
Upload a template file to Carbone and get a template ID for rendering.
Delete Template
Delete a Carbone template by its ID.
Update Template Metadata
Update the metadata of an existing Carbone template.
List Templates
Retrieve a list of deployed Carbone templates with filtering and pagination.
List Categories
List all categories used to organize your Carbone templates.
List Tags
List all tags used to organize your Carbone templates.
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Use a change in Coherence to run a supported Carbone action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Render Document
Combine Carbone with another integration and Coherence records to turn activity in one tool into an owned next step in the shared workspace.
Starts with
A Coherence workflow starts
Finishes with
Render Document, then preserve the outcome in Coherence
The exact authentication fields depend on Carbone. The workflow structure stays straightforward:
Authorize the Carbone account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Carbone or provide a complementary trigger or action.
Carbone currently provides 8 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
Carbone currently lists 0 triggers and 8 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Carbone triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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