Retrieve the original template behind a campaign report
When a report request identifies a template, retrieve the original file without a separate trip through 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
Finding and downloading the source file interrupts the work of preparing a campaign report.
- Retrieve the original file for an identified template.
- Keep a report request connected to its template retrieval.
- Reduce manual searching before report preparation.
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 supplies or identifies the Carbone template ID.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real template ID and confirm the retrieved file is correct.
Questions about this workflow
Does this workflow find a template by name?
The download action requires a template ID. Use a known ID in the request or first run a separate template search.
Does it generate a report too?
No. It retrieves the original template file. Report generation is a separate action.
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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