Find the right Carbone template for an AccuLynx document
Turn a document request into a focused template search by name, identifier, or supplied criteria.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Finding the right document template can interrupt work when names and versions are easy to mix up.
- Search stored templates in response to a submitted document need.
- Use template names or identifiers to narrow the search.
- Reduce time spent browsing template storage manually.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Carbone once in the Notis portal.
- 2Create an automation and instruct Notis to search Carbone templates using the criteria in the request.
- 3Pick the webhook trigger and arrange for your connected tool or backend to send the request.
- 4Choose where Notis should send run reports.
- 5Test with one real document request and confirm the returned template is suitable.
Questions about this workflow
Does this workflow generate the document too?
No. It searches Carbone template storage. You can use a separate workflow to generate a report after confirming the correct template.
What can the search request include?
It can include the name, template identifier, or other search criteria available to the Carbone template listing action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Carbone. A trigger fires from one place; an action lands in another.
Acculynx triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Acculynx and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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