See which tags organize your report templates
Check the tags already used in Carbone before selecting a report template for a prospecting task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Template Tags
Lists tags currently used on templates.
Why this helps
Inconsistent awareness of template tags makes it harder to find a report that fits the task.
- Retrieve tags used by stored templates.
- Help people understand available document labels.
- Make report selection easier to discuss and repeat.
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 tag discovery.
- 3Tell Notis to list Carbone template tags and summarize those relevant to the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and review the tag summary.
Questions about this workflow
Does the action add tags?
No. It lists tags currently used in templates.
Can this help choose a template version?
The tags can expose version labels that already exist. The workflow cannot infer missing labels.
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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