Keep a current inventory of Carbone templates
Have a fresh list of available report templates when you need to choose one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Teams lose time searching for the right report template or confirming which templates are available.
- Retrieve a current list of templates from Carbone.
- Summarize available template names and identifiers.
- Make template discovery a recurring, low-effort task.
Setup
Build it in a few focused steps.
- 1Connect Carbone once in the Notis portal.
- 2Create an automation named Carbone Template Inventory Review.
- 3Tell Notis to list available templates and summarize their names and identifiers.
- 4Choose a recurring schedule and where run reports should go.
- 5Test once and confirm the returned template inventory is useful.
Questions about this workflow
Does this create or change templates?
No. It lists templates available in Carbone and summarizes the returned inventory.
Can it find a specific template?
Yes. Specify a name or identifier to search for, if supported by the list action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Carbone. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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