Retrieve the original template when you need it
Bring the source template into reach when a lead task calls for a review or a careful document update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Download Template
Downloads the original template file.
Why this helps
The original report template may be hard to locate when a prospecting request needs a quick adjustment.
- Retrieve the original template file by ID.
- Make template review part of a webhook request.
- Keep template handling tied to the prospecting 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 template retrieval.
- 3Tell Notis to download the requested Carbone template using the supplied template ID.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one known template ID and confirm the retrieved file.
Questions about this workflow
Where does the template ID come from?
Supply the known Carbone template ID in the incoming request or instruction.
Does this update the template?
No. It downloads the original template file for retrieval.
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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