Keep report template groupings visible
Get a scheduled view of Carbone categories so your team can orient itself before creating prospecting documents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Categories
Lists the categories used to organize templates.
Why this helps
When template categories are out of sight, people spend extra time finding the right kind of report.
- Surface available template groupings in a run report.
- Make report organization easier to review periodically.
- Reduce repeated category discovery.
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 category review.
- 3Tell Notis to retrieve Carbone template categories and summarize the available groupings.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and confirm the categories are readable.
Questions about this workflow
Does this change the categories?
No. The listed action retrieves the categories used by templates.
Can I use this to organize lead reports?
The category list can help you review existing groupings. The workflow does not create or rename categories.
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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