Find a report template without digging through storage
Describe the report you need in the incoming request and have Notis search the Carbone template library for a match.
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
A growing template library makes it harder to remember which template fits a particular campaign report.
- Search deployed templates using campaign report context.
- Return candidate templates for a person to review.
- Avoid browsing template storage manually.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Carbone once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe how the webhook request identifies the report and what template details to find.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real report request and verify the returned template candidates.
Questions about this workflow
Will the workflow choose and render a template automatically?
This workflow searches and returns template candidates. Set the prompt to require review or specify a reliable selection rule before any later generation.
What starts the search?
An HTTP request to the Notis webhook starts it and should include enough context to search for the right report template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Carbone. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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