Find the right report template without hunting
Search your Carbone templates when a prospecting request calls for a specific report format.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Choosing the right document template can turn a quick lead task into a distracting search.
- Search template storage from a request.
- Use template names or identifiers to narrow results.
- Reduce time spent browsing for the right report format.
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 template search.
- 3Tell Notis to search Carbone templates using the report need in the incoming request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the returned template is suitable.
Questions about this workflow
Can it search by name?
The listed action supports filtering and search, including by name or ID.
Does this render the report too?
No. This workflow finds templates. Use a separate automation to generate a report once you have selected the correct template.
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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