Skip to content
Notis

Retrieve the original template for a job document

When a request identifies the template, have Notis retrieve its original file from Carbone.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Download Template

Downloads the original template file.

Why this helps

Document work stalls when someone needs the original template but has to locate and download it manually.

  • Retrieve the original file using a supplied template ID.
  • Keep template retrieval attached to the incoming document request.
  • Reduce manual searching through stored template files.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Carbone once in the Notis portal.
  • 2Create an automation and instruct Notis to retrieve the Carbone template identified in the request.
  • 3Pick the webhook trigger and arrange for your connected tool or backend to send the template ID.
  • 4Choose where Notis should send run reports.
  • 5Test with one real request and verify the retrieved template.

Questions about this workflow

Does the workflow discover the template ID?

No. The request should identify the correct Carbone template ID. Use the template search action first if you need to find one.

What does the action return?

It downloads the template file from Carbone using the supplied template ID.

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.

TriggerScheduled

Delete Carbone Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Download Template

Downloads the original template file.

ActionInstant

Generate Carbone Report

Generates a document in the chosen format from a template.

ActionInstant

Get Carbone Server Status

Checks the server’s current status and health.

ActionInstant

List Templates

Retrieves templates stored in the workspace.

ActionInstant

Set Carbone API Version

Sets the Carbone API version for subsequent requests.

ActionInstant

List Template Categories

Lists the categories used to organize templates.

ActionInstant

Upload a template

Uploads a template for document generation.

ActionInstant

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

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.