Data & Docs · CONNECTIONUpload, list, organize and delete Carbone report templates.
Explore 6 workflow actions for Carbone, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Delete a template with all its versions (template ID) or one version (version ID). It stops being listed at once; the file is removed after the storage retention delay.
A repeated request may repeat the external action. Review the previous result before retrying a write.
List the categories used by deployed templates, sorted by name.
List the tags used by deployed templates, sorted by name.
List deployed, unexpired templates, newest first, filtered by ID, version, category, origin or a name search; pass nextCursor back as cursor for the next page.
Change a template's name, comment, category, tags, deployed time or expiry, or move a version to another template ID. A template ID updates its deployed version; a version ID updates that version.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Store a DOCX, XLSX, PPTX, ODT, HTML, Markdown, CSV, XML or other text-based template sent as base64. With versioning, the answer holds the template ID and this version's ID; without it, the template's SHA-256 ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Carbone. A saved workflow is not a completed provider action.
