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Notis

Find the right template for address reports

Reduce template hunting by having Notis search Carbone before preparing an address report.

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

Choosing among stored templates can slow down a routine document workflow.

  • Search existing templates by the terms you provide.
  • Avoid creating a new template when a suitable one already exists.
  • Use returned address checks as the basis for a report.

Setup

Build it in a few focused steps.

  • 1Connect Addressfinder and Carbone once in the Notis portal.
  • 2Create an automation named for address report template search.
  • 3Tell Notis what template terms to search for, which addresses to check, and to use a suitable existing template to generate a report.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real address and confirm the selected template is appropriate.

Questions about this workflow

Will this create a template if none matches?

No. This workflow searches existing templates. If none is suitable, the run should report that no match was found.

Can I tell Notis what to look for?

Yes. Include the desired template name or search terms in the automation instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addressfinder to Carbone. A trigger fires from one place; an action lands in another.

Addressfinder 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.

Addressfinder and Carbone, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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