Prepare a unique ID for a new report template
Generate the identifier needed before adding a new Carbone template for lead reporting.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Template ID
Why this helps
A new template setup can pause while someone handles an identifier as a separate task.
- Generate a unique identifier for a new template.
- Keep template setup tied to the prospecting request.
- Reduce a small but interruptive setup task.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the ID generation.
- 3Tell Notis to generate a unique Carbone template ID for the requested lead report.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real setup request and verify the generated ID.
Questions about this workflow
Does this upload the template too?
No. It generates a unique template ID. Uploading a template is a separate action.
When is this ID useful?
Use it when preparing a new template that will need an identifier before upload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Carbone. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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