Find campaign reporting templates before planning time
Start planning with a short list of report templates relevant to the campaigns you will review.
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 spend planning time locating templates instead of deciding what campaign results need attention.
- Search for templates relevant to upcoming campaign review.
- Make report formats visible before planning begins.
- Reduce last-minute template discovery.
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 the campaign report templates to search for and how the schedule will receive search terms.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real search term and check the suggested templates.
Questions about this workflow
Can the workflow know which campaigns are upcoming?
Only if the automation receives that information. ActiveTrail does not provide a trigger event in this setup.
What does the workflow return?
It searches the Carbone template library and summarizes matching templates for review.
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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